AUMdb
FW

Fpf Wealth Llc

State-registered Investment Adviser · Boutique (under $100M) CRD 334987 ·
☆ Save with Pro ADV data as of Sep 18, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
—
Avg AUM / client
—
Accounts
0
Employees
1

AUM over time

$0 $0
Mar 20, 2026 Sep 18, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Sep 18, 2026

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Caleb Sarkis Sevian Registered representative Sep 2025 (1y)

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) 03/20/2026 1.03 MB 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

Services

  • • Portfolio management for individuals/small businesses
  • • Selection of other advisers
  • • Other services

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: Sep 18, 2026.

View current Form ADV (SEC/IAPD) ↗