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FARNSLEY WEALTH MANAGEMENT, LLC
CRD 125538 · SEC 801-68498
202 MARINA DRIVE, SUITE 302, PORT ST. JOE, FL, 32456, United States
Phone
850-227-3336
Fax
850-227-3339
Registration
— (—)
Source
State registered
Total AUM
$72.7M
Discretionary AUM
$2.5M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $11.1M |
| High net worth individuals | 62 | $40.0M |
| Pension/profit sharing plans | 20 | $2.5M |
| Charitable organizations | 15 | $11.0M |
| Corporations/business entities | 12 | $8.1M |
All web addresses on file
Official SEC filing: View on IAPD