PPrivate Fund Data Log in Join · $37/mo

Fra Wealth Management LLC

● SEC registered since 2025CRD 284020SEC# 801-132681O'Fallon, IL
Export (members)
Reg. AUM
$100M
Employees
2
Accounts
735
Location
O'Fallon, IL

Fra Wealth Management LLC assets under management

Fra Wealth Management LLC is an SEC-registered investment adviser based in O'Fallon, IL. The firm has been registered since 2025. It reports $100 million in regulatory assets under management and employs 2 people.
www.frawealthmanagement.comView on SEC.gov ↗

Fra Wealth Management LLC owners & executives

4 reported
NameTitleOwnershipSince
Christy Sue Hennessey ControlChief Compliance OfficerUnder 5%2024
Joseph Montagu Roosevans ControlPresident / Chief Executive OfficerUnder 5%2016
Paragon Trust ControlOwner/ManagerOver 75%2025
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Fra Wealth Management LLC manage?

Fra Wealth Management LLC reports $100 million in regulatory assets under management on its Form ADV.

How many employees does Fra Wealth Management LLC have?

Fra Wealth Management LLC reports 2 employees.

Where is Fra Wealth Management LLC located?

Fra Wealth Management LLC is based in O'Fallon, IL and has been SEC-registered since 2025.

Does Fra Wealth Management LLC disclose fund performance?

Fra Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address805 W. Hwy 50 Ste. B, O'Fallon, IL 62269
Phone888-915-0930
Fax618-632-0716
Office hours9a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$100M
Non-discretionary$0
Total (RAUM)$100M