FINANCIAL RESOURCES GROUP.COM LLC
Legal name: FRG FAMILY WEALTH ADVISORS
CRD #282542 SEC #801-107191 BELLEVUE, WA 425-453-4122
SEC Registered
Total AUM
$740.9M
Discretionary
$313.5M
Employees
5
Clients
0
Accounts
667
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 26, 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 |
|---|---|---|---|---|
| MESSER, JANET, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MESSER, JANET, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, BENJAMIN, DALE | I | MANAGING MEMBER/CCO | D | Control |
| JOHNSON, BENJAMIN, DALE | I | MANAGING MEMBER/CCO | D | Control |
| JOHNSON, BENJAMIN, DALE | I | MANAGING MEMBER/CCO | D | Control |
| JOHNSON, BENJAMIN, DALE | I | MANAGING MEMBER/CCO | D | Control |
| JOHNSON, BENJAMIN, DALE | I | MANAGING MEMBER/CCO | D | Control |
| JOHNSON, BENJAMIN, DALE | I | MANAGING MEMBER/CCO | D | Control |
| JOHNSON, BENJAMIN, DALE | I | MANAGING MEMBER/CCO | D | Control |
| JOHNSON, BENJAMIN, DALE | I | MANAGING MEMBER/CCO | D | Control |
| JOHNSON, BENJAMIN, DALE | I | MANAGING MEMBER/CCO | D | Control |
| JOHNSON, BENJAMIN, DALE | I | MANAGING MEMBER/CCO | D | Control |
| JOHNSON, BENJAMIN, DALE | I | MANAGING MEMBER/CCO | D | Control |
| JOHNSON, BENJAMIN, DALE | I | MANAGING MEMBER/CCO | D | Control |
| JOHNSON, BENJAMIN, DALE | I | MANAGING MEMBER/CCO | D | Control |
| JOHNSON, BENJAMIN, DALE | I | MANAGING MEMBER/CCO | D | Control |
| JOHNSON, BENJAMIN, DALE | I | MANAGING MEMBER/CCO | D | Control |
| JOHNSON, BENJAMIN, DALE | I | MANAGING MEMBER/CCO | D | Control |
| JOHNSON, BENJAMIN, DALE | I | MANAGING MEMBER/CCO | D | Control |
| JOHNSON, BENJAMIN, DALE | I | MANAGING MEMBER | D | Control |
| JOHNSON, BENJAMIN, DALE | I | MANAGING MEMBER | D | Control |
| WU, JIMMY, SHANGGEE | I | MANAGING MEMBER | D | Control |
| WU, JIMMY, SHANGGEE | I | MANAGING MEMBER | D | Control |
| WU, JIMMY, SHANGGEE | I | MANAGING MEMBER | D | Control |
| WU, JIMMY, SHANGGEE | I | MANAGING MEMBER | D | Control |
| WU, JIMMY, SHANGGEE | I | MANAGING MEMBER | D | Control |
| WU, JIMMY, SHANGGEE | I | MANAGING MEMBER | D | Control |
| WU, JIMMY, SHANGGEE | I | MANAGING MEMBER | D | Control |
| WU, JIMMY, SHANGGEE | I | MANAGING MEMBER | D | Control |
| WU, JIMMY, SHANGGEE | I | MANAGING MEMBER | D | Control |
| WU, JIMMY, SHANGGEE | I | MANAGING MEMBER | D | Control |
| WU, JIMMY, SHANGGEE | I | MANAGING MEMBER | D | Control |
| WU, JIMMY, SHANGGEE | I | MANAGING MEMBER | D | Control |
| WU, JIMMY, SHANGGEE | I | MANAGING MEMBER | D | Control |
| WU, JIMMY, SHANGGEE | I | MANAGING MEMBER | D | Control |
| WU, JIMMY, SHANGGEE | I | MANAGING MEMBER | D | Control |
| WU, JIMMY, SHANGGEE | I | MANAGING MEMBER | D | Control |
| WU, JIMMY, SHANGGEE | I | MANAGING MEMBER | D | Control |
| WU, JIMMY, SHANGGEE | I | MANAGING MEMBER | D | Control |
| WU, JIMMY, SHANGGEE | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Nov 26, 2025 REGISTERED
Notice Filings (5)
AZ CA OR TX WA
Address
10900 NE 8TH STREET, SUITE 1600BELLEVUE, WA 98004
United States
Phone: 425-453-4122