# FSA WEALTH MANAGEMENT, LLC

FSA WEALTH MANAGEMENT, LLC of NEEDHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 288525
- Type: SEC-registered investment adviser
- SEC file number: 801-110991
- Location: 144 GOULD STREET, SUITE 120, NEEDHAM, MA, 02494
- Phone: (781) 455-1020
- Latest filing: 2025-03-04
- Regulatory AUM: $459.3M
- Discretionary AUM: $459.3M
- Clients: 6
- Accounts: 916

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Gavin Michael Morrissey | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | — |
| Simon John Heslop | MANAGING PARTNER AND PRESIDENT | — |
| MORRIS JAMES MARC | MANAGING PARTNER | — |
| MORRISSEY THOMAS MICHAEL | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | — |
| HESLOP SIMON JOHN | MANAGING PARTNER; MANAGING PARTNER AND PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288525/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288525/similar
- Related entities: https://search.stillhousedata.com/firm/288525/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288525

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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.