| Name | Title | Ownership | Since |
|---|---|---|---|
| David Alan Lightner Control | Founder | Under 5% | 2025 |
| Jason Michael Ewasko | Chief Compliance Officer | Under 5% | 2024 |
| Journey Wealth Management Control | Owner | Over 75% | 2021 |
Fsm Wealth Advisors, LLC reports $940.7 million in regulatory assets under management on its Form ADV.
Fsm Wealth Advisors, LLC reports 27 employees.
Fsm Wealth Advisors, LLC is based in Cleveland, OH and has been SEC-registered since 2018.
Fsm Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 22901 Millcreek Blvd., Suite 225, Cleveland, OH 44122 |
| Phone | 216-468-1333 |
| Fax | 216-468-1351 |
| Office hours | 8:30-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $940.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $940.7M |