BABB WEALTH ADVISORS LLC

CRD 298347File 801-125695

APPROVED

Retail clients

Custody

Filing as of Mar 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$209.4M

Below cohort median (national)

Discretionary AUM

$209.1M

Non-discretionary $333K

Clients

347

927 accounts

Employees

Below cohort median in AZ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: May 18, 2022
Principal office: 19 W. ASPEN AVENUE, FLAGSTAFF, AZ, 86001
Phone: 928-526-2911
Website: https://babbgroup.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $209.4M
Discretionary AUM: $209.1M
Non-discretionary AUM: $333K
Discretionary accounts: 924
Non-discretionary accounts: 3
Total accounts: 927
AUM per client: $604K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$106K
High net worth individuals	81	$74.3M
Pension and profit sharing plans	Fewer than 5	$333K
Individuals (other than high net worth individuals)	266	$134.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — THIRD PARTY MANAGERS
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.