Peter R Franz
Chief Investment OfficerFsm Wealth Advisors, LLCCRD 5399850
About Peter R Franz
Peter R Franz is listed as Chief Investment Officer at Fsm Wealth Advisors, LLC in Cleveland, OH. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Fsm Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Peter R Franz work?
Peter R Franz is listed as Chief Investment Officer at Fsm Wealth Advisors, LLC on SEC Form ADV.
How much of Fsm Wealth Advisors, LLC does Peter R Franz own?
Form ADV reports a beneficial ownership band of 25-50%.
Fsm Wealth Advisors, LLC
| Title | Chief Investment Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2025 |