Overview
Assets Under Management: $313 million
Headquarters: ELMHURST, IL
High-Net-Worth Clients: 76
Average Client Assets: $2 million
Frequently Asked Questions
FSR WEALTH STRATEGIES 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 #166746), FSR WEALTH STRATEGIES is subject to fiduciary duty under federal law.
FSR WEALTH STRATEGIES is headquartered in ELMHURST, IL.
FSR WEALTH STRATEGIES serves 76 high-net-worth clients according to their SEC filing dated February 05, 2026. View client details ↓
According to their SEC Form ADV, FSR WEALTH STRATEGIES offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FSR WEALTH STRATEGIES manages $313 million in client assets according to their SEC filing dated February 05, 2026.
According to their SEC Form ADV, FSR WEALTH STRATEGIES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.40
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,266
Discretionary Accounts: 1,266
Regulatory Filings
CRD Number: 166746
Filing ID: 2046857
Last Filing Date: 2026-02-05 16:30:54