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FMF&E WEALTH MANAGEMENT, LLC

SYRACUSE, NY · CRD 125721 · IAPD ↗ · fmfewealthmgt.com · 315-472-7045

$357.6MRegulatory AUM
3Advisory reps
3Employees
71Clients
n/aPlanning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
October 2024 — FMF&E WEALTH MANAGEMENT, LLC (SYRACUSE, NY) left the SEC roster (was $357.6M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.