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Peter R Franz

Chief Investment OfficerFsm Wealth Advisors, LLCCRD 5399850

About Peter R Franz

Peter R Franz is listed as Chief Investment Officer at Fsm Wealth Advisors, LLC in Cleveland, OH. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Fsm Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Peter R Franz work?

Peter R Franz is listed as Chief Investment Officer at Fsm Wealth Advisors, LLC on SEC Form ADV.

How much of Fsm Wealth Advisors, LLC does Peter R Franz own?

Form ADV reports a beneficial ownership band of 25-50%.

Fsm Wealth Advisors, LLC

TitleChief Investment Officer
Ownership25-50%
Control personYes
Since2025