Overview
Assets Under Management: $459 million
Headquarters: NEEDHAM, MA
High-Net-Worth Clients: 123
Average Client Assets: $3 million
Frequently Asked Questions
FSA WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288525), FSA WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FSA WEALTH MANAGEMENT, LLC is headquartered in NEEDHAM, MA.
FSA WEALTH MANAGEMENT, LLC serves 123 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, FSA WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FSA WEALTH MANAGEMENT, LLC manages $459 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, FSA WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.29
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 916
Discretionary Accounts: 916
Regulatory Filings
CRD Number: 288525
Last Filing Date: 2025-03-04 00:00:00
Website: https://fsawm.com