FSA WEALTH PARTNERS, INC.
Legal name: FSA WEALTH PARTNERS
CRD #104513 SEC #801-18801 ROCKVILLE, MD 301-949-7300
SEC Registered
Total AUM
$770.2M
Discretionary
$770.2M
Employees
15
Clients
10
Accounts
1,964
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $770.2M | $770.2M | $0 | 15 | 6 |
| Mar 2025 | $770.2M | $770.2M | $0 | 15 | 6 |
| Feb 2025 | $693.7M | $693.7M | $0 | 16 | 5 |
| Sep 2024 | $693.7M | $693.7M | $0 | 16 | 5 |
| Apr 2024 | $693.7M | $693.7M | $0 | 16 | 5 |
| Mar 2024 | $693.7M | $693.7M | $0 | 16 | 5 |
| Sep 2023 | $707.8M | $707.8M | $0 | 13 | 4 |
| Mar 2023 | $707.8M | $707.8M | $0 | 13 | 4 |
| Nov 2022 | $842.9M | $842.9M | $0 | 13 | 2 |
| Nov 2022 | $842.9M | $842.9M | $0 | 13 | 2 |
| Jul 2022 | $842.9M | $842.9M | $0 | 13 | 2 |
| Mar 2022 | $842.9M | $842.9M | $0 | 13 | 2 |
| Jul 2021 | $726.9M | $726.9M | $0 | 14 | 0 |
| Jul 2021 | $726.9M | $726.9M | $0 | 14 | 0 |
| Mar 2021 | $726.9M | $726.9M | $0 | 14 | 0 |
| Jun 2020 | $646M | $646M | $0 | 12 | 1 |
| Jan 2020 | $646M | $646M | $0 | 12 | 1 |
| Jan 2020 | $646M | $646M | $0 | 12 | 1 |
| Jan 2020 | $646M | $646M | $0 | 12 | 1 |
| Mar 2019 | $600.1M | $600.1M | $0 | 13 | 2 |
| Mar 2018 | $653.8M | $653.8M | $0 | 13 | 2 |
| May 2017 | $607.2M | $607.2M | $0 | 15 | 800 |
| Mar 2017 | $607.2M | $607.2M | $0 | 15 | 800 |
| Dec 2016 | $623.6M | $623.6M | $0 | 7 | 900 |
| Mar 2016 | $623.6M | $623.6M | $0 | 7 | 900 |
| Mar 2015 | $688M | $688M | $0 | 8 | 900 |
| Mar 2014 | $645.2M | $645.2M | $0 | 6 | 900 |
| Mar 2013 | $587M | $587M | $0 | 7 | 900 |
| Mar 2012 | $554M | $554M | $0 | 11 | 900 |
| Feb 2011 | $491M | $491M | $0 | -- | -- |
| Oct 2010 | $491M | $491M | $0 | -- | -- |
| Aug 2010 | $491M | $491M | $0 | -- | -- |
| Mar 2009 | $395M | $395M | $0 | -- | -- |
| Mar 2008 | $421M | $421M | $0 | -- | -- |
| Nov 2007 | $450.8M | $450.8M | $0 | -- | -- |
| Oct 2007 | $450.8M | $450.8M | $0 | -- | -- |
| Aug 2007 | $450.8M | $450.8M | $0 | -- | -- |
| May 2007 | $450.8M | $450.8M | $0 | -- | -- |
| Mar 2007 | $450.8M | $450.8M | $0 | -- | -- |
| Mar 2006 | $423.9M | $423.9M | $0 | -- | -- |
| Nov 2005 | $422.3M | $422.3M | $0 | -- | -- |
| Jun 2001 | $247.9M | $247.9M | $0 | -- | -- |
DateApr 2025
Total AUM$770.2M
Discretionary$770.2M
Non-Disc.$0
Employees15
Clients6
DateMar 2025
Total AUM$770.2M
Discretionary$770.2M
Non-Disc.$0
Employees15
Clients6
DateFeb 2025
Total AUM$693.7M
Discretionary$693.7M
Non-Disc.$0
Employees16
Clients5
DateSep 2024
Total AUM$693.7M
Discretionary$693.7M
Non-Disc.$0
Employees16
Clients5
DateApr 2024
Total AUM$693.7M
Discretionary$693.7M
Non-Disc.$0
Employees16
Clients5
DateMar 2024
Total AUM$693.7M
Discretionary$693.7M
Non-Disc.$0
Employees16
Clients5
DateSep 2023
Total AUM$707.8M
Discretionary$707.8M
Non-Disc.$0
Employees13
Clients4
DateMar 2023
Total AUM$707.8M
Discretionary$707.8M
Non-Disc.$0
Employees13
Clients4
DateNov 2022
Total AUM$842.9M
Discretionary$842.9M
Non-Disc.$0
Employees13
Clients2
DateNov 2022
Total AUM$842.9M
Discretionary$842.9M
Non-Disc.$0
Employees13
Clients2
DateJul 2022
Total AUM$842.9M
Discretionary$842.9M
Non-Disc.$0
Employees13
Clients2
DateMar 2022
Total AUM$842.9M
Discretionary$842.9M
Non-Disc.$0
Employees13
Clients2
DateJul 2021
Total AUM$726.9M
Discretionary$726.9M
Non-Disc.$0
Employees14
Clients0
DateJul 2021
Total AUM$726.9M
Discretionary$726.9M
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$726.9M
Discretionary$726.9M
Non-Disc.$0
Employees14
Clients0
DateJun 2020
Total AUM$646M
Discretionary$646M
Non-Disc.$0
Employees12
Clients1
DateJan 2020
Total AUM$646M
Discretionary$646M
Non-Disc.$0
Employees12
Clients1
DateJan 2020
Total AUM$646M
Discretionary$646M
Non-Disc.$0
Employees12
Clients1
DateJan 2020
Total AUM$646M
Discretionary$646M
Non-Disc.$0
Employees12
Clients1
DateMar 2019
Total AUM$600.1M
Discretionary$600.1M
Non-Disc.$0
Employees13
Clients2
DateMar 2018
Total AUM$653.8M
Discretionary$653.8M
Non-Disc.$0
Employees13
Clients2
DateMay 2017
Total AUM$607.2M
Discretionary$607.2M
Non-Disc.$0
Employees15
Clients800
DateMar 2017
Total AUM$607.2M
Discretionary$607.2M
Non-Disc.$0
Employees15
Clients800
DateDec 2016
Total AUM$623.6M
Discretionary$623.6M
Non-Disc.$0
Employees7
Clients900
DateMar 2016
Total AUM$623.6M
Discretionary$623.6M
Non-Disc.$0
Employees7
Clients900
DateMar 2015
Total AUM$688M
Discretionary$688M
Non-Disc.$0
Employees8
Clients900
DateMar 2014
Total AUM$645.2M
Discretionary$645.2M
Non-Disc.$0
Employees6
Clients900
DateMar 2013
Total AUM$587M
Discretionary$587M
Non-Disc.$0
Employees7
Clients900
DateMar 2012
Total AUM$554M
Discretionary$554M
Non-Disc.$0
Employees11
Clients900
DateFeb 2011
Total AUM$491M
Discretionary$491M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$491M
Discretionary$491M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$491M
Discretionary$491M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$395M
Discretionary$395M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$421M
Discretionary$421M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$450.8M
Discretionary$450.8M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$450.8M
Discretionary$450.8M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$450.8M
Discretionary$450.8M
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$450.8M
Discretionary$450.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$450.8M
Discretionary$450.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$423.9M
Discretionary$423.9M
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$422.3M
Discretionary$422.3M
Non-Disc.$0
Employees--
Clients--
DateJun 2001
Total AUM$247.9M
Discretionary$247.9M
Non-Disc.$0
Employees--
Clients--