FSA WEALTH MANAGEMENT, LLC

144 Gould Street
Suite 120
Needham, Massachusetts 02494
Tel: (781) 455-1020

About FSA WEALTH MANAGEMENT, LLC

FSA WEALTH MANAGEMENT, LLC, formally registered with the SEC as FSA WEALTH MANAGEMENT, LLC. The firm was established in 08/11/2017. They have over 1 offices throughout the country.

FSA WEALTH MANAGEMENT, LLC is a Needham, Massachusetts based Financial Planning firm with nearly $459,346,139 assets under management, offering retirement planning & investment advisory services to 916 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288525
SEC#	801-110991
Assets Managed by Firm	$459,346,139
No. of Clients	916
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	916	$459,346,139
Individuals (other than high net worth individuals)	177	$71,839,482
High net worth individuals	123	$373,416,969
Charitable organizations	Fewer than 5 clients	$14,089,688

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