RIA Intel›Advisers›Washington›FSR WEALTH MANAGEMENT, LLC

FSR WEALTH MANAGEMENT, LLC

Advisory

WA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$356K

across 110 accounts

AUM per adviser

$39M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$39M

Discretionary AUM$36M

Non-Discretionary AUM$3M

Discretionary %93.2%

Total Clients110

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

110 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

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

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$39M

PIONEER SQUARE ADVISORS, LLC

$38M

NORTH FINANCIAL INC

UNIVERSITY PLACE, WA

$38M

WILLIAMS 360 FINANCIAL ADVISORY, LLC

$40M

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