| Name | Title | Ownership | Since |
|---|---|---|---|
| Gavin Michael Morrissey Control | Managing Partner, Chief Compliance Officer | 50-75% | 2017 |
| Simon John Heslop Control | Managing Partner And President | 50-75% | 2017 |
Fsa Wealth Management, LLC reports $459.3 million in regulatory assets under management on its Form ADV.
Fsa Wealth Management, LLC reports 6 employees.
Fsa Wealth Management, LLC is based in Needham, MA.
Fsa Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 144 Gould Street, Suite 120, Needham, MA 02494 |
| Office hours | 9:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
| Discretionary | $459.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $459.3M |