Ffp Wealth Management, Llc
- Regulatory AUM
- $301M
- Discretionary
- $300M
- Clients
- 317
- Avg AUM / client
- $950K
- Accounts
- 893
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 218 | $93.0M | 30.9% |
| High net worth individuals | 98 | $206M | 68.4% |
| Charitable organizations | 1 | $2.2M | 0.74% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Gerard Rush | Member/Chief Investment Officer | Jan 2019 (8y) | 50% – 75% | |
| Tiffany Kay Brynteson Johnson | Member/Chief Compliance Officer | Jan 2019 (8y) | 50% – 75% | |
| Carter Timothy Colemer | Registered representative | Nov 2024 (2y) | ||
| Nathan William Bartell | Registered representative | May 2026 (0y) |
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 909 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $152M (50% of AUM) May 2026
- Fidelity Distributors Company Llc $149M (50% of AUM) May 2026
- Fidelity Investments Institutional Services Company, Inc. $37.7M (35% of AUM) May 2019
- Equity Trust Company $2.9M (2% of AUM) Jun 2021
- 2 Gr Equity, Llc $1.6M (1% of AUM) Jun 2020
- Equity Institutional $1.5M (1% of AUM) Nov 2024
- Transamerica Trust Company $201K (0% of AUM) Jun 2021
- Monumental Life $8.2K (0% of AUM) Feb 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗