AUMdb

Farrauto Wealth Management, Inc

State-registered Insurance-Affiliated · Boutique (under $100M) CRD 129684 · New York, NY · FARRAUTOWEALTH.COM
☆ Save with Pro ADV data as of Mar 11, 2026
Regulatory AUM
$31.1M
Discretionary
$31.1M
Clients
70
Avg AUM / client
$444K
Accounts
153
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 29 $949K 3.06%
High net worth individuals 41 $30.1M 96.9%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Gregg Andrew Farrauto Registered representative Apr 2022 (4y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/11/2026 986 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Subscription fees
  • Fixed fees
  • Commissions
  • Other fees
  • ANNUAL RETAINERS

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.

View current Form ADV (SEC/IAPD) ↗