S

Sabbia Faro Wealth Management LLC

Updated today

Client AUM

$51,676,901

Clients

17

Advisors

1

of 1 employees

About

Sabbia Faro Wealth Management LLC provides ongoing portfolio management and integrated financial planning to a small roster of primarily high‑net‑worth individual clients. Services include individualized Investment Policy Statements, cash‑flow and retirement distribution guidance, and occasional recommendations such as establishing custodial Roth IRAs for minor children.

The firm customizes portfolios using a combination of fundamental, technical and charting analysis with a long‑term trading orientation, generally adjusting positions incrementally to avoid unnecessary turnover. Unlike most peers, the firm manages a majority of client assets on a non‑discretionary basis—approximately $32.0 million non‑discretionary versus $19.6 million discretionary as of October 2026—so clients frequently retain final trade authorization.

Operationally, the adviser requires clients to custody assets at Schwab Institutional and notes access to Schwab’s institutional tools and services, does not participate in wrap fee programs, and does not aggregate trades for multiple clients. The firm maintains a written business continuity plan and a succession services agreement with a third‑party adviser to provide interim advisory support if needed.

Client services

Portfolio management

Expertise

Retirement withdrawal strategies Cash flow / budgeting Wealth management General tax planning

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Fee options

Percentage

$0 - $500,000: 0.85% $500,001 - $2,000,000: 0.95% $2,000,001 - $4,000,000: 1.00% $4,000,001 - $6,000,000: 0.85% $6,000,001 - $100,000,000: 0.75%

Main office

Brooklyn NY

Advisors at this office

1

Most active in

New York

Also doing business as

Sabbia Faro Wealth Management LLC · Tdl Family Office, LLC

Disclosures

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Business activities & affiliations

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