Travis Christopher Babb
Investment adviser representative at Babb Wealth Advisors LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$209.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Babb Wealth Advisors, LLCJul 2018 to now
- Babb FinancialJan 2008 to now
- Broker Dealer Financial ServicesJan 2014 to Oct 2018
- Desert Equity LendingAug 2013 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Babb Wealth Advisors LLC
$209.4MAssets managed
347Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5561676
- Firm CRD
- 298347