Mabry Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mabry Wealth Management provides ongoing portfolio management and tailored advice to individual and high-net-worth clients, including oversight of custodial accounts and management of held-away retirement plans such as 401(k)s. The firm constructs portfolios primarily using mutual funds and ETFs and customizes recommendations based on each client’s goals, risk tolerance, and time horizon.
The firm employs a disciplined strategic asset allocation framework while also using tactical deviations and long-term trading when appropriate, and it implements model allocations, regular rebalancing, and risk management consistent with clients’ objectives. Mabry accepts discretionary authority to make investment changes and explicitly extends discretionary, tax-efficient asset location and opportunistic rebalancing to accounts not custody-held by the firm.
Distinctive aspects include active discretionary management of held-away employer-sponsored plans and a requirement that client custody be maintained at Charles Schwab, reflecting participation in Schwab’s institutional program and receipt of related research and services. The firm discloses that it does not aggregate trades across client accounts—a practice that may affect execution prices—and operates at a modest scale (roughly $12.2 million in AUM across about 50 clients), which shapes its operational profile.
Client services
Expertise
Fee options
$0 - $100,000: 1.75% annually $100,000 - $1,000,000: 1.50% annually $1,000,000 - $2,500,000: 1.25% annually $2,500,000+: 1.00% annually
Main office
9129 Strathmore Ln
Fort Wayne IN 46818
Advisors at this office
1
Most active in
Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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