FSM WEALTH ADVISORS, LLC
Legal name: JOURNEY WEALTH MANAGEMENT
CRD #298904 SEC #801-114180 CLEVELAND, OH 216-468-1333
SEC Registered
Total AUM
$940.7M
Discretionary
$940.7M
Employees
27
Clients
251
Accounts
545
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $940.7M | $940.7M | $0 | 27 | 0 |
| Mar 2025 | $940.7M | $940.7M | $0 | 21 | 0 |
| Mar 2024 | $750.7M | $750.7M | $0 | 18 | 0 |
| Feb 2024 | $593M | $593M | $0 | 15 | 0 |
| Mar 2023 | $593M | $593M | $0 | 15 | 0 |
| Nov 2022 | $387.2M | $372.8M | $14.4M | 9 | 0 |
| Jul 2022 | $387.2M | $372.8M | $14.4M | 9 | 0 |
| Mar 2022 | $387.2M | $372.8M | $14.4M | 9 | 0 |
| Oct 2021 | $281.2M | $281.2M | $0 | 8 | 0 |
| Feb 2021 | $281.2M | $281.2M | $0 | 8 | 0 |
| Oct 2020 | $245.9M | $245.9M | $0 | 5 | 0 |
| Jun 2020 | $245.9M | $245.9M | $0 | 5 | 0 |
| Mar 2020 | $245.9M | $245.9M | $0 | 5 | 0 |
| Jan 2020 | $214.4M | $214.4M | $0 | 6 | 0 |
| Dec 2019 | $214.4M | $214.4M | $0 | 6 | 0 |
| Jun 2019 | $214.4M | $214.4M | $0 | 6 | 0 |
| Jun 2019 | $214.4M | $214.4M | $0 | 6 | 0 |
| Apr 2019 | $214.4M | $214.4M | $0 | 6 | 0 |
| Apr 2019 | $214.4M | $214.4M | $0 | 6 | 0 |
| Mar 2019 | $214.4M | $214.4M | $0 | 6 | 0 |
| Feb 2019 | $139.7M | $139.7M | $0 | 7 | 0 |
| Sep 2018 | $0 | $0 | $0 | 7 | 0 |
DateJul 2025
Total AUM$940.7M
Discretionary$940.7M
Non-Disc.$0
Employees27
Clients0
DateMar 2025
Total AUM$940.7M
Discretionary$940.7M
Non-Disc.$0
Employees21
Clients0
DateMar 2024
Total AUM$750.7M
Discretionary$750.7M
Non-Disc.$0
Employees18
Clients0
DateFeb 2024
Total AUM$593M
Discretionary$593M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$593M
Discretionary$593M
Non-Disc.$0
Employees15
Clients0
DateNov 2022
Total AUM$387.2M
Discretionary$372.8M
Non-Disc.$14.4M
Employees9
Clients0
DateJul 2022
Total AUM$387.2M
Discretionary$372.8M
Non-Disc.$14.4M
Employees9
Clients0
DateMar 2022
Total AUM$387.2M
Discretionary$372.8M
Non-Disc.$14.4M
Employees9
Clients0
DateOct 2021
Total AUM$281.2M
Discretionary$281.2M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$281.2M
Discretionary$281.2M
Non-Disc.$0
Employees8
Clients0
DateOct 2020
Total AUM$245.9M
Discretionary$245.9M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$245.9M
Discretionary$245.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$245.9M
Discretionary$245.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$214.4M
Discretionary$214.4M
Non-Disc.$0
Employees6
Clients0
DateDec 2019
Total AUM$214.4M
Discretionary$214.4M
Non-Disc.$0
Employees6
Clients0
DateJun 2019
Total AUM$214.4M
Discretionary$214.4M
Non-Disc.$0
Employees6
Clients0
DateJun 2019
Total AUM$214.4M
Discretionary$214.4M
Non-Disc.$0
Employees6
Clients0
DateApr 2019
Total AUM$214.4M
Discretionary$214.4M
Non-Disc.$0
Employees6
Clients0
DateApr 2019
Total AUM$214.4M
Discretionary$214.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$214.4M
Discretionary$214.4M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees7
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0