Babylon Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$35,817,028
Clients
45
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
45
HighAverage account size
$795,934
About
Babylon Wealth Management provides portfolio management, comprehensive financial planning, and pension/401(k) consulting to individuals, high‑net‑worth clients, employer-sponsored retirement plans, and charitable foundations. Services include customized Investment Policy Statements, ongoing discretionary portfolio management, and financial plans delivered through a digital planning portal.
The firm applies fundamental analysis and modern portfolio theory to construct long‑term, diversified portfolios across mutual funds, ETFs (including precious‑metal ETFs), equities, fixed income, REITs, commodities, and non‑U.S. securities, with client risk tolerance documented in written plans. Babylon WM typically seeks discretionary trading authority, conducts at least monthly account reviews, and tailors model portfolios and client‑imposed investment restrictions where appropriate.
Notably, the firm offers ongoing pension consulting and standalone pension plan design for employer plans — a service provided by a minority of independent advisers — and executes these advisory services without outsourcing to third‑party managers. The firm also formalizes plan delivery through a secure digital client portal and maintains documented procedures for fee billing and custodian fee deductions.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Portfolio management for registered investment advisors
Portfolio management for registered investment advisors
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Wealth management
Real estate investing
Fee options
Financial planning fees: $2,000 to $15,000; Pension consulting plans: $2,000 to $20,000
$0 - $1 million: 1.00% annually $1 million - $2 million: 0.90% annually $2 million - $3 million: 0.80% annually $3 million - $4 million: 0.70% annually $4 million - $5 million: 0.60% annually $5 million - $10 million: 0.50% annually $10 million - $20 million: 0.40% annually $20 million+: 0.25% annually
$300/hour for financial planning and investment consulting
Fee-only: Portfolio management, pension consulting, and financial planning fees only; no commissions accepted.
Main office location
Babylon Wealth Management LLC
1501 N. Broadway, St. 204
Walnut Creek CA 94596, United States
Number of offices
2
Most active in
Babylon Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California
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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