Audible Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$39,200,479
Total clients
269
3% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
67
Average account size
$145,727
About
Audible Wealth Management works primarily with individual and high-net-worth clients as well as pension and profit-sharing plan participants, offering financial planning, discretionary and non-discretionary portfolio management, and auxiliary services such as bill-pay assistance. The firm provides ongoing portfolio management alongside one-time and periodic financial planning deliverables and uses custodial arrangements for asset custody and fee withdrawal.
The firm applies a blend of analytical methods—fundamental, quantitative, technical, charting and modern portfolio theory—and implements both long- and short-term trading strategies, including options and margin transactions. Audible Wealth also uses third‑party technology (including a platform for held-away defined contribution accounts) to review and rebalance participant accounts without taking custody of client login credentials.
Compared with many team advisers, Audible Wealth is notable for operating as the sponsor and portfolio manager of a wrap-fee program through which it delivers all portfolio management services. It also offers educational seminars and trainings free of charge and provides bill-pay services via third‑party software, while retaining the ability to use borrowing/margin within managed accounts—features that are less common among similar-sized team firms.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Bill pay services
Expertise
Options & derivatives strategies
Annuities
College savings (529s, UTMA, etc.)
Debt management
Wealth management
Occupation focus
Founder/Business Owner
Fee options
Fixed annual financial planning fees between $300 and $12,000, paid monthly; Bill pay services fees between $100 and $500 per month
$0 - $100,000: 2.00% $100,001 - $500,000: 1.50% $500,001 - $800,000: 1.25% $800,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Up to $500 per hour for financial planning
Account minimum: $5,000 Fee-only: Fixed annual financial planning fees between $300 and $12,000, paid monthly; hourly financial planning fees up to $500 per hour; Bill pay services fees between $100 and $500 per month
Main office location
Audible Wealth Management
8455 Colesville Road, Suite 900
Silver Spring MD 20910, United States
Number of offices
1
Most active in
Audible Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Connecticut · District of Columbia · Florida · Georgia · Illinois · Maryland · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Virginia · West Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Quick links
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