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Fsr Wealth Management, Ltd.

● SEC registered since 2021CRD 166746SEC# 801-122241Elmhurst, IL
Export (members)
Reg. AUM
$237.1M
Employees
16
Accounts
1,087
Location
Elmhurst, IL

Fsr Wealth Management, Ltd. assets under management

Fsr Wealth Management, Ltd. operates as an SEC-registered investment adviser based in Elmhurst, IL. The firm has been registered since 2021. It reports $237.1 million in regulatory assets under management and employs 16 people.
academy.wellment.comView on SEC.gov ↗

Fsr Wealth Management, Ltd. owners & executives

2 reported
NameTitleOwnershipSince
Brian J Szymczak ControlChief Compliance OfficerUnder 5%2023
Joshua Edward Bretl ControlPresidentOver 75%2013

Frequently asked questions

How much does Fsr Wealth Management, Ltd. manage?

Fsr Wealth Management, Ltd. reports $237.1 million in regulatory assets under management on its Form ADV.

How many employees does Fsr Wealth Management, Ltd. have?

Fsr Wealth Management, Ltd. reports 16 employees.

Where is Fsr Wealth Management, Ltd. located?

Fsr Wealth Management, Ltd. is based in Elmhurst, IL and has been SEC-registered since 2021.

Does Fsr Wealth Management, Ltd. disclose fund performance?

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

Contact & registration

Address444 N. York Street, Elmhurst, IL 60126
Phone630-993-8200
Fax630-993-8201
Office hours9 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$237.1M
Non-discretionary$0
Total (RAUM)$237.1M