FRA WEALTH MANAGEMENT LLC
CRD #284020 SEC #801-132681 O'FALLON, IL 888-915-0930
SEC Registered
Total AUM
$100M
Discretionary
$100M
Employees
2
Clients
0
Accounts
735
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 8, 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 |
|---|---|---|---|---|
| HENNESSEY, CHRISTY, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HENNESSEY, CHRISTY, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HENNESSEY, CHRISTY, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROOSEVANS, JOSEPH, MONTAGU | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| ROOSEVANS, JOSEPH, MONTAGU | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| ROOSEVANS, JOSEPH, MONTAGU | I | PRESIDENT / CHIEF EXECUTIVE OFFICER | NA | Control |
| PARAGON TRUST | DE | OWNER/MANAGER | E | Control |
| PARAGON TRUST | DE | OWNER/MANAGER | E | Control |
| PARAGON TRUST | DE | OWNER/MANAGER | E | Control |
Registrations
Federal
IA
Apr 8, 2025 REGISTERED
Notice Filings (4)
FL IL MO TX
Address
805 W. HWY 50 STE. BO'FALLON, IL 62269
United States
Phone: 888-915-0930