Fsr Wealth Management, Ltd.
● SEC registered since 2021CRD 166746SEC# 801-122241Elmhurst, IL
Reg. AUM
$312.7M
Employees
21
Accounts
1,266
Location
Elmhurst, IL
Fsr Wealth Management, Ltd. assets under management
Fsr Wealth Management, Ltd. operates as an SEC-registered investment adviser based in Elmhurst, IL. The firm has been registered since 2021. It reports $312.7 million in regulatory assets under management and employs 21 people.
Fsr Wealth Management, Ltd. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian J Szymczak Control | Chief Compliance Officer | Under 5% | 2023 |
| Joshua Edward Bretl Control | President | Over 75% | 2013 |
Frequently asked questions
How much does Fsr Wealth Management, Ltd. manage?
Fsr Wealth Management, Ltd. reports $312.7 million in regulatory assets under management on its Form ADV.
How many employees does Fsr Wealth Management, Ltd. have?
Fsr Wealth Management, Ltd. reports 21 employees.
Where is Fsr Wealth Management, Ltd. located?
Fsr Wealth Management, Ltd. is based in Elmhurst, IL and has been SEC-registered since 2021.
Does Fsr Wealth Management, Ltd. disclose fund performance?
Fsr Wealth Management, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 444 N. York Street, Elmhurst, IL 60126 |
| Phone | 630-993-8200 |
| Fax | 630-993-8201 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$312.7M▲ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$312.7Mregulatory AUM
Discretionary $312.7M