Fsm Wealth Advisors, LLC
● SEC registered since 2018CRD 298904SEC# 801-114180Cleveland, OH
Reg. AUM
$1.39B
Employees
27
Accounts
879
Location
Cleveland, OH
Fsm Wealth Advisors, LLC assets under management
Fsm Wealth Advisors, LLC is an SEC-registered investment adviser based in Cleveland, OH. The firm has been registered since 2018. It reports $1.4 billion in regulatory assets under management and employs 27 people.
Fsm Wealth Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Michael Ewasko | Chief Compliance Officer | Under 5% | 2024 |
| Journey Wealth Management Control | Owner | Over 75% | 2021 |
| Lauren Irene MacLaren | Svp, Family Wealth | Under 5% | 2025 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Fsm Wealth Advisors, LLC manage?
Fsm Wealth Advisors, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Fsm Wealth Advisors, LLC have?
Fsm Wealth Advisors, LLC reports 27 employees.
Where is Fsm Wealth Advisors, LLC located?
Fsm Wealth Advisors, LLC is based in Cleveland, OH and has been SEC-registered since 2018.
Does Fsm Wealth Advisors, LLC disclose fund performance?
Fsm Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 22901 Millcreek Blvd., Suite 225, Cleveland, OH 44122 |
| Phone | 216-468-1333 |
| Fax | 216-468-1351 |
| Office hours | 8:30-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.39B▲ 47%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$1.39Bregulatory AUM
Discretionary $1.39B