Fsa Wealth Management, LLC
CRD 288525SEC# 801-110991Needham, MA
No longer SEC-registered. Fsa Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$459.3M
Employees
6
Accounts
916
Location
Needham, MA
Fsa Wealth Management, LLC assets under management
Fsa Wealth Management, LLC is an investment advisory firm registered with the SEC based in Needham, MA. It reports $459.3 million in regulatory assets under management and employs 6 people.
Fsa Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gavin Michael Morrissey Control | Managing Partner, Chief Compliance Officer | 50-75% | 2017 |
| Simon John Heslop Control | Managing Partner And President | 50-75% | 2017 |
Frequently asked questions
How much does Fsa Wealth Management, LLC manage?
Fsa Wealth Management, LLC reports $459.3 million in regulatory assets under management on its Form ADV.
How many employees does Fsa Wealth Management, LLC have?
Fsa Wealth Management, LLC reports 6 employees.
Where is Fsa Wealth Management, LLC located?
Fsa Wealth Management, LLC is based in Needham, MA.
Does Fsa Wealth Management, LLC disclose fund performance?
Fsa 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 | 144 Gould Street, Suite 120, Needham, MA 02494 |
| Office hours | 9:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$459.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$459.3Mregulatory AUM
Discretionary $459.3M