FSR WEALTH MANAGEMENT, LTD.

444 N. York Street
Elmhurst, Illinois 60126
Tel: 630-993-8200

About FSR WEALTH MANAGEMENT, LTD.

FSR WEALTH MANAGEMENT, LTD, formally registered with the SEC as FSR WEALTH MANAGEMENT, LTD. The firm was established in 09/07/2021. They have over 2 offices throughout the country.

FSR WEALTH MANAGEMENT, LTD. is a Elmhurst, Illinois based Financial Planning firm with nearly $154,344,009 assets under management, offering retirement planning & investment advisory services to 950 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166746
SEC#	801-122241
Assets Managed by Firm	$154,344,009
No. of Clients	950
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	950	$154,344,009
Individuals (other than high net worth individuals)	263	$71,584,789
High net worth individuals	67	$82,759,220

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