FSA WEALTH MANAGEMENT, LLC
CRD #288525 SEC #801-110991 NEEDHAM, MA (781) 455-1020
SEC Registered
Total AUM
$459.3M
Discretionary
$459.3M
Employees
6
Clients
51
Accounts
916
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $459.3M | $459.3M | $0 | 6 | 0 |
| Mar 2024 | $414.2M | $414.2M | $0 | 5 | 0 |
| Apr 2023 | $385M | $380M | $5M | 5 | 0 |
| Feb 2023 | $385M | $380M | $5M | 5 | 0 |
| Sep 2022 | $352M | $330M | $22M | 4 | 0 |
| Jun 2022 | $352M | $330M | $22M | 4 | 0 |
| Mar 2022 | $352M | $330M | $22M | 4 | 0 |
| Oct 2021 | $450M | $450M | $0 | 4 | 13 |
| Mar 2021 | $450M | $450M | $0 | 4 | 13 |
| Sep 2020 | $364.8M | $360M | $4.8M | 6 | 15 |
| Jun 2020 | $364.8M | $360M | $4.8M | 6 | 15 |
| Mar 2020 | $364.8M | $360M | $4.8M | 6 | 15 |
| Sep 2019 | $231M | $231M | $0 | 4 | 0 |
| Mar 2019 | $231M | $231M | $0 | 4 | 0 |
| Dec 2018 | $270M | $220M | $50M | 3 | 0 |
| Jul 2018 | $270M | $220M | $50M | 3 | 0 |
| Mar 2018 | $270M | $220M | $50M | 3 | 0 |
| Jan 2018 | $270M | $220M | $50M | 3 | 260 |
| Dec 2017 | $270M | $220M | $50M | 3 | 260 |
| Aug 2017 | $0 | $0 | $0 | 3 | 0 |
| Aug 2017 | $0 | $0 | $0 | 3 | 0 |
| Jul 2017 | $0 | $0 | $0 | 2 | 0 |
| Jul 2017 | $0 | $0 | $0 | 2 | 0 |
| Jul 2017 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$459.3M
Discretionary$459.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$414.2M
Discretionary$414.2M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$385M
Discretionary$380M
Non-Disc.$5M
Employees5
Clients0
DateFeb 2023
Total AUM$385M
Discretionary$380M
Non-Disc.$5M
Employees5
Clients0
DateSep 2022
Total AUM$352M
Discretionary$330M
Non-Disc.$22M
Employees4
Clients0
DateJun 2022
Total AUM$352M
Discretionary$330M
Non-Disc.$22M
Employees4
Clients0
DateMar 2022
Total AUM$352M
Discretionary$330M
Non-Disc.$22M
Employees4
Clients0
DateOct 2021
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees4
Clients13
DateMar 2021
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees4
Clients13
DateSep 2020
Total AUM$364.8M
Discretionary$360M
Non-Disc.$4.8M
Employees6
Clients15
DateJun 2020
Total AUM$364.8M
Discretionary$360M
Non-Disc.$4.8M
Employees6
Clients15
DateMar 2020
Total AUM$364.8M
Discretionary$360M
Non-Disc.$4.8M
Employees6
Clients15
DateSep 2019
Total AUM$231M
Discretionary$231M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$231M
Discretionary$231M
Non-Disc.$0
Employees4
Clients0
DateDec 2018
Total AUM$270M
Discretionary$220M
Non-Disc.$50M
Employees3
Clients0
DateJul 2018
Total AUM$270M
Discretionary$220M
Non-Disc.$50M
Employees3
Clients0
DateMar 2018
Total AUM$270M
Discretionary$220M
Non-Disc.$50M
Employees3
Clients0
DateJan 2018
Total AUM$270M
Discretionary$220M
Non-Disc.$50M
Employees3
Clients260
DateDec 2017
Total AUM$270M
Discretionary$220M
Non-Disc.$50M
Employees3
Clients260
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0