FSO WEALTH

FSO WEALTH of DALLAS, TX is an SEC-registered investment adviser (CRD 336409). Regulatory assets under management: $174K.

Registration

• CRD: 336409
• SEC file number: 801-132821
• Type: Registered investment adviser
• Location: 539 W. COMMERCE ST, DALLAS, TX, 75208
• Phone: 2146094027
• Latest filing: 2026-05-18
• Regulatory AUM: $174K
• Non-discretionary AUM: $174K
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336409 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search