Audible Wealth Management

Public-record details

Address

8455 Colesville Road, Suite 900, Silver Spring, MD 20910

Phone

(202) 430-5227

Listed under

Financial planning, Flat / fixed fees, % of assets managed

Legal name

Audible Wealth Management LLC

CRD number

325559

Registration

State registered: CA, CT, DC, FL, GA, IL, MD, NC, NY, OH, OR, PA, SC, VA, WV

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Educational seminars/workshops

Regulatory assets under management

$76.4 million

Accounts managed

945

Clients reported (Form ADV 5.D)

505

Individual / high-net-worth clients

495 / 10

Employees

4

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-09-08

State registered (CA, CT, DC…) investment adviser, CRD 325559, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 325559 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.