FSR WEALTH MANAGEMENT, LTD.
Legal name: FSR WEALTH STRATEGIES
CRD #166746 SEC #801-122241 ELMHURST, IL 630-993-8200
SEC Registered
Total AUM
$237.1M
Discretionary
$237.1M
Employees
16
Clients
10
Accounts
1,087
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $237.1M | $237.1M | $0 | 16 | 1 |
| Mar 2025 | $237.1M | $237.1M | $0 | 16 | 1 |
| Feb 2024 | $154.3M | $154.3M | $0 | 14 | 1 |
| Jul 2023 | $125.4M | $125.4M | $0 | 13 | 1 |
| May 2023 | $125.4M | $125.4M | $0 | 13 | 1 |
| Mar 2023 | $125.4M | $125.4M | $0 | 13 | 1 |
| Nov 2022 | $133.3M | $133.3M | $0 | 14 | 1 |
| Mar 2022 | $133.3M | $133.3M | $0 | 14 | 1 |
| Aug 2021 | $116.1M | $116.1M | $0 | 13 | 1 |
DateMay 2025
Total AUM$237.1M
Discretionary$237.1M
Non-Disc.$0
Employees16
Clients1
DateMar 2025
Total AUM$237.1M
Discretionary$237.1M
Non-Disc.$0
Employees16
Clients1
DateFeb 2024
Total AUM$154.3M
Discretionary$154.3M
Non-Disc.$0
Employees14
Clients1
DateJul 2023
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees13
Clients1
DateMay 2023
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees13
Clients1
DateMar 2023
Total AUM$125.4M
Discretionary$125.4M
Non-Disc.$0
Employees13
Clients1
DateNov 2022
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees14
Clients1
DateMar 2022
Total AUM$133.3M
Discretionary$133.3M
Non-Disc.$0
Employees14
Clients1
DateAug 2021
Total AUM$116.1M
Discretionary$116.1M
Non-Disc.$0
Employees13
Clients1