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BABB WEALTH ADVISORS LLC

FLAGSTAFF, AZ · CRD 298347 · IAPD ↗ · babbgroup.com · 928-526-2911

$209.4MRegulatory AUM
3Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — BABB WEALTH ADVISORS LLC reported RAUM up 49% ($140.9M -> $209.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
December 2025 — BABB WEALTH ADVISORS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2025 — BABB WEALTH ADVISORS LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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