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FAIRVOY PRIVATE WEALTH, LLC

BIRMINGHAM, AL · CRD 329636 · IAPD ↗ · (205)578-6250

$605.1MRegulatory AUM
6Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — FAIRVOY PRIVATE WEALTH, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2026 — FAIRVOY PRIVATE WEALTH, LLC now reports custody of client assets ($93.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2025 — FAIRVOY PRIVATE WEALTH, LLC crossed $500M in regulatory AUM ($460.2M -> $513.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
November 2024 — FAIRVOY PRIVATE WEALTH, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2024 — FAIRVOY PRIVATE WEALTH, LLC notice-filed in FL, GA, LA, MS, NH, NY, TN, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
August 2024 — FAIRVOY PRIVATE WEALTH, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
May 2024 — FAIRVOY PRIVATE WEALTH, LLC (BIRMINGHAM, AL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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