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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| Donohue, Kim, Marie | I | SECRETARY | NA | |
| JOSEPH, JAMES, EDWARD | I | VICE PRESIDENT | NA | Control |
| JOSEPH, JAMES, EDWARD | I | VICE PRESIDENT | NA | Control |
| JOSEPH, JAMES, EDWARD | I | VICE PRESIDENT | NA | Control |
| JOSEPH, JAMES, EDWARD | I | VICE PRESIDENT | NA | Control |
| JOSEPH, JAMES, EDWARD | I | VICE PRESIDENT | NA | Control |
| JOSEPH, JAMES, EDWARD | I | VICE PRESIDENT | NA | Control |
| JOSEPH, JAMES, EDWARD | I | VICE PRESIDENT | NA | Control |
| JOSEPH, JAMES, EDWARD | I | VICE PRESIDENT | NA | Control |
| JOSEPH, JAMES, EDWARD | I | VICE PRESIDENT | NA | Control |
| JOSEPH, JAMES, EDWARD | I | VICE PRESIDENT | NA | Control |
| JOSEPH, JAMES, EDWARD | I | VICE PRESIDENT | NA | Control |
| JOSEPH, JAMES, EDWARD | I | VICE PRESIDENT | NA | Control |
| JOSEPH, JAMES, EDWARD | I | VICE PRESIDENT | NA | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT | NA | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT | NA | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT | NA | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT | NA | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT | NA | Control |
| KNUTH, DONALD, WILLIAM | I | VICE PRESIDENT | NA | Control |
| MOSS, VIRGINIA, LYONS | I | CCO, DIR OF FINANCE | NA | Control |
| MOSS, VIRGINIA, LYONS | I | CHIEF COMPLIANCE OFFICER/DIR OF FINANCE | NA | Control |
| MOSS, VIRGINIA, LYONS | I | CHIEF COMPLIANCE OFFICER/DIR OF FINANCE | NA | Control |
| MOSS, VIRGINIA, LYONS | I | CHIEF COMPLIANCE OFFICER/DIR OF FINANCE | NA | Control |
| MOSS, VIRGINIA, LYONS | I | CHIEF COMPLIANCE OFFICER/DIR OF FINANCE | NA | Control |
| MOSS, VIRGINIA, LYONS | I | CHIEF COMPLIANCE OFFICER/DIR OF FINANCE | NA | Control |
| MOSS, VIRGINIA, LYONS | I | CHIEF COMPLIANCE OFFICER/DIR OF FINANCE | NA | Control |
| MOSS, VIRGINIA, LYONS | I | CHIEF COMPLIANCE OFFICER/DIR OF FINANCE | NA | Control |
| MOSS, VIRGINIA, LYONS | I | CHIEF COMPLIANCE OFFICER/DIR OF FINANCE | NA | Control |
| MOSS, VIRGINIA, LYONS | I | CHIEF COMPLIANCE OFFICER/DIR OF FINANCE | NA | Control |
| PETERSEN, DAVID, RONALD | I | CHIEF COMPLIANCE OFFICER & FOUNDING PARTNER | NA | Control |
| PETERSEN, DAVID, RONALD | I | CHIEF COMPLIANCE OFFICER & FOUNDING PARTNER | NA | Control |
| PETERSEN, DAVID, RONALD | I | CHIEF COMPLIANCE OFFICER & FOUNDING PARTNER | NA | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER | NA | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER | NA | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER | NA | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER | NA | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER | NA | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER | NA | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER | NA | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER | NA | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER | NA | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER | NA | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER | NA | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER | NA | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER | NA | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER | NA | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER | NA | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER | NA | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| PETERSEN, TERRI, LYNN | I | SEC/TREA. | NA | Control |
| SCHAEFFER, KAREN, PATRICIA | I | VICE PRESIDENT | NA | Control |
| SCHAEFFER, KAREN, PATRICIA | I | ACTING/INTERIM PRESIDENT | NA | Control |
| PETERSEN, DAVID, RONALD | I | PRESIDENT/SHAREHOLDER/CHIEF COMPLIANCE OFFICER | E | Control |
| PETERSEN, DAVID, RONALD | I | PRESIDENT/SHAREHOLDER | E | Control |
| PETERSEN, DAVID, RONALD | I | PRESIDENT/SHAREHOLDER | E | Control |
| PETERSEN, DAVID, RONALD | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PETERSEN, DAVID, RONALD | I | PRESIDENT/OWNER 100% | E | Control |
| PETERSEN, DAVID, RONALD | I | PRESIDENT/SHAREHOLDER | E | Control |
| PETERSEN, DAVID, RONALD | I | PRESIDENT/SHAREHOLDER | E | Control |
| PETERSEN, DAVID, RONALD | I | PRESIDENT/SHAREHOLDER/CHIEF COMPLIANCE OFFICER | E | Control |
| PETERSEN, DAVID, RONALD | I | PRESIDENT/SHAREHOLDER | E | Control |
| PETERSEN, DAVID, RONALD | I | PRESIDENT/SHAREHOLDER | E | Control |
| PETERSEN, DAVID, RONALD | I | PRESIDENT/SHAREHOLDER | E | Control |
| PETERSEN, DAVID, RONALD | I | PRESIDENT/SHAREHOLDER | E | Control |
| PETERSEN, DAVID, RONALD | I | PRESIDENT/SHAREHOLDER | E | Control |
| PETERSEN, DAVID, RONALD | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PETERSEN, DAVID, RONALD | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PETERSEN, DAVID, RONALD | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PETERSEN, DAVID, RONALD | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PETERSEN, DAVID, RONALD | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PETERSEN, DAVID, RONALD | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| PETERSEN, DAVID, RONALD | I | FOUNDING PARTNER & CHIEF COMPLIANCE OFFICER | E | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER & PARTNER | D | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER & PARTNER | D | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER & PARTNER | D | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER | D | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER | D | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER | D | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER | D | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER | D | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER | D | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER | D | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER | D | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER | D | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER | D | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER | D | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER | D | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER | D | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER | D | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER | D | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER | D | Control |
| JOSEPH, JAMES, EDWARD | I | PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER | D | Control |
| ROUGH, RONALD, JAMES | I | DIRECTOR OF PORTFOLIO MANAGEMENT & PARTNER | C | Control |
| ROUGH, RONALD, JAMES | I | DIRECTOR OF PORTFOLIO MANAGEMENT & PARTNER | C | Control |
| ROUGH, RONALD, JAMES | I | DIRECTOR OF PORTFOLIO MANAGEMENT & PARTNER | C | Control |
| ROUGH, RONALD, JAMES | I | DIRECTOR OF PORTFOLIO MANAGEMENT & PARTNER | C | Control |
| ROUGH, RONALD, JAMES | I | DIRECTOR OF PORTFOLIO MANAGEMENT & PARTNER | C | Control |
| ROUGH, RONALD, JAMES | I | DIRECTOR OF PORTFOLIO MANAGEMENT & PARTNER | C | Control |
| ROUGH, RONALD, JAMES | I | DIRECTOR OF PORTFOLIO MANAGEMENT & PARTNER | C | Control |
| ROUGH, RONALD, JAMES | I | DIRECTOR OF PORTFOLIO MANAGEMENT & PARTNER | C | Control |
| ROUGH, RONALD, JAMES | I | DIRECTOR OF PORTFOLIO MANAGEMENT & PARTNER | C | Control |
| ROUGH, RONALD, JAMES | I | CHIEF INVESTMENT OFFICER & PARTNER | C | Control |
| ROUGH, RONALD, JAMES | I | CHIEF INVESTMENT OFFICER & PARTNER | C | Control |
| ROUGH, RONALD, JAMES | I | CHIEF INVESTMENT OFFICER & PARTNER | C | Control |
| ROUGH, RONALD, JAMES | I | CHIEF INVESTMENT OFFICER & PARTNER | C | Control |
| ROUGH, RONALD, JAMES | I | CHIEF INVESTMENT OFFICER & PARTNER | C | Control |
| ROUGH, RONALD, JAMES | I | CHIEF INVESTMENT OFFICER & PARTNER | C | Control |
| ROUGH, RONALD, JAMES | I | CHIEF INVESTMENT OFFICER & PARTNER | C | Control |
| ROUGH, RONALD, JAMES | I | CHIEF INVESTMENT OFFICER & PARTNER | C | Control |
| ROUGH, RONALD, JAMES | I | CHIEF INVESTMENT OFFICER & PARTNER | C | Control |
| ROUGH, RONALD, JAMES | I | CHIEF INVESTMENT OFFICER & PARTNER | C | Control |
| ROUGH, RONALD, JAMES | I | CHIEF INVESTMENT OFFICER & PARTNER | C | Control |
| Basenback, KIMBERLY, ANNE | I | DIRECTOR OF FINANCIAL PLANNING & PARTNER | A | Control |
| Basenback, KIMBERLY, ANNE | I | DIRECTOR OF FINANCIAL PLANNING & PARTNER | A | Control |
| Basenback, KIMBERLY, ANNE | I | DIRECTOR OF FINANCIAL PLANNING & PARTNER | A | Control |
| Basenback, KIMBERLY, ANNE | I | DIRECTOR OF FINANCIAL PLANNING & PARTNER | A | Control |
| Basenback, KIMBERLY, ANNE | I | DIRECTOR OF FINANCIAL PLANNING & PARTNER | A | Control |
| Basenback, KIMBERLY, ANNE | I | DIRECTOR OF FINANCIAL PLANNING & PARTNER | A | Control |
Registrations
Federal
IA
Apr 29, 2025 REGISTERED
Notice Filings (41)
AL AZ CA CO CT DC DE FL GA HI IA ID IL IN LA MA MD MI MN MO MT NC NE NH NJ NM NV NY OH OR PA RI SC TN TX UT VA VT WA WI WV
Address
ONE CHURCH STREETSUITE 901
ROCKVILLE, MD 20850
United States
Phone: 301-949-7300