Fra Wealth Management LLC
● SEC registered since 2025CRD 284020SEC# 801-132681O'Fallon, IL
Reg. AUM
$112.8M
Employees
2
Accounts
951
Location
O'Fallon, IL
Fra Wealth Management LLC assets under management
Fra Wealth Management LLC is an SEC-registered investment adviser based in O'Fallon, IL. The firm has been registered since 2025. It reports $112.8 million in regulatory assets under management and employs 2 people.
Fra Wealth Management LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christy Sue Hennessey Control | Chief Compliance Officer | Under 5% | 2024 |
| Joseph Montagu Roosevans Control | President / Chief Executive Officer | Under 5% | 2016 |
| Paragon Trust Control | Owner/Manager | Over 75% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Fra Wealth Management LLC manage?
Fra Wealth Management LLC reports $112.8 million in regulatory assets under management on its Form ADV.
How many employees does Fra Wealth Management LLC have?
Fra Wealth Management LLC reports 2 employees.
Where is Fra Wealth Management LLC located?
Fra Wealth Management LLC is based in O'Fallon, IL and has been SEC-registered since 2025.
Does Fra Wealth Management LLC disclose fund performance?
Fra Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 805 W. Hwy 50 Ste. B, O'Fallon, IL 62269 |
| Phone | 888-915-0930 |
| Fax | 618-632-0716 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$112.8M▲ 13%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$112.8Mregulatory AUM
Discretionary $88.2MNon-discretionary $24.5M