FSR WEALTH MANAGEMENT, LLC

FSR WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 171766). Regulatory assets under management: $39.2M.

Registration

• CRD: 171766
• Type: Registered investment adviser
• Phone: 360-312-4203
• Latest filing: 2026-03-30
• Regulatory AUM: $39.2M
• Discretionary AUM: $36.5M
• Non-discretionary AUM: $2.7M
• Clients: 1
• Accounts: 110

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171766 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search