FRANCIS WEALTH SOLUTIONS, LLC

FRANCIS WEALTH SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 314607). Regulatory assets under management: $2.5M.

Registration

• CRD: 314607
• Type: Registered investment adviser
• Phone: (301) 246-0449
• Latest filing: 2026-03-05
• Regulatory AUM: $2.5M
• Discretionary AUM: $2.5M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314607 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search