RIA Intel›Advisers›Virginia›FRANCIS WEALTH SOLUTIONS, LLC

FRANCIS WEALTH SOLUTIONS, LLC

Advisory

VA

Data as of Mar 5, 2026 · Source: SEC Form ADV

Average account
$248K
across 10 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM
$2M
Discretionary %
100%
Clients
10
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InVA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

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0.0% 1Y
EMPIRE WEALTH MANAGEMENT, LLC
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PEACE WITHIN FINANCIAL, LLC
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DP GROW LLC
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+145.1% 1Y
401K AND MORE, LLC
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