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FSA WEALTH PARTNERS, INC.

UUID74e3b681-ee88-50dd-93a1-d3c6f5dfb081
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:49
Updated2025-10-23 02:23:49

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 104513 104513 1.0
sec_file_number 801-18801 801-18801

Profile

Websitehttps://www.facebook.com/fsainvest
HQ CityROCKVILLE
HQ StateMD
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • FSA WEALTH PARTNERS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)770,176,152.0
  • RAUM (discretionary)770,176,152.0
  • Actionable assets578,560,388.0
  • Accounts1,964.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM28,971,561.0
  • HNW AUM548,228,891.0

As of 2025-04-29 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.