Fsa Wealth Partners, Inc.
● SEC registered since 1983CRD 104513SEC# 801-18801Rockville, MD
Reg. AUM
$819.7M
Employees
16
Accounts
1,957
Location
Rockville, MD
Fsa Wealth Partners, Inc. assets under management
Fsa Wealth Partners, Inc. is an investment advisory firm registered with the SEC based in Rockville, MD. The firm has been registered since 1983. It reports $819.7 million in regulatory assets under management and employs 16 people.
Fsa Wealth Partners, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Ronald Petersen Control | Founding Partner | Under 5% | 2021 |
| James Edward Joseph Control | President/Treasurer Chief Compliance Officer & Partner | 50-75% | 2021 |
| Kim Marie Donohue | Secretary | Under 5% | 2020 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Fsa Wealth Partners, Inc. manage?
Fsa Wealth Partners, Inc. reports $819.7 million in regulatory assets under management on its Form ADV.
How many employees does Fsa Wealth Partners, Inc. have?
Fsa Wealth Partners, Inc. reports 16 employees.
Where is Fsa Wealth Partners, Inc. located?
Fsa Wealth Partners, Inc. is based in Rockville, MD and has been SEC-registered since 1983.
Does Fsa Wealth Partners, Inc. disclose fund performance?
Fsa Wealth Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Church Street, Suite 901, Rockville, MD 20850 |
| Phone | 301-949-7300 |
| Fax | 301-949-7034 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$819.7M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$819.7Mregulatory AUM
Discretionary $819.7M