# FSA WEALTH PARTNERS, INC.

FSA WEALTH PARTNERS, INC. of ROCKVILLE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 104513
- Type: SEC-registered investment adviser
- SEC file number: 801-18801
- Location: ONE CHURCH STREET, SUITE 901, ROCKVILLE, MD, 20850
- Phone: 301-949-7300
- Latest filing: 2026-04-27
- Regulatory AUM: $819.7M
- Discretionary AUM: $819.7M
- Clients: 16
- Accounts: 1,957

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| David Ronald Petersen | FOUNDING PARTNER | — |
| James Edward Joseph | PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER | — |
| Ronald James Rough | CHIEF INVESTMENT OFFICER & PARTNER | — |
| Kim Marie Donohue | SECRETARY | — |
| Kimberly Anne Basenback | DIRECTOR OF FINANCIAL PLANNING & PARTNER | — |
| PETERSEN DAVID RONALD | CHIEF COMPLIANCE OFFICER & FOUNDING PARTNER; CHIEF COMPLIANCE OFFICER/PRESIDENT; FOUNDING PARTNER (+5 more) | — |
| PETERSEN TERRI LYNN | SEC/TREA. | — |
| MOSS VIRGINIA LYONS | CCO, DIR OF FINANCE; CHIEF COMPLIANCE OFFICER/DIR OF FINANCE | — |
| SCHAEFFER KAREN PATRICIA | ACTING/INTERIM PRESIDENT; VICE PRESIDENT | — |
| KNUTH DONALD WILLIAM | VICE PRESIDENT | — |
| JOSEPH JAMES EDWARD | PRESIDENT; PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER; PRESIDENT/TREASURER & PARTNER (+1 more) | — |
| ROUGH RONALD JAMES | CHIEF INVESTMENT OFFICER & PARTNER; DIRECTOR OF PORTFOLIO MANAGEMENT & PARTNER | — |
| Donohue Kim Marie | SECRETARY | — |
| Basenback KIMBERLY ANNE | DIRECTOR OF FINANCIAL PLANNING & PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104513/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104513/similar
- Related entities: https://search.stillhousedata.com/firm/104513/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104513

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.