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FSR WEALTH MANAGEMENT, LTD., CRD 166746
ELMHURST, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| J••••• E••••• B•••• | n/a | ELMHURST, IL | 11 | 25 | 5 | no |
| S••• T••••• P•••••• | n/a | ELMHURST, IL | 9 | 13 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B••••• J•••••• E••••• | President | E | yes | 01/2013 | Aug 4, 2021 | Feb 29, 2024 |
| S•••••••• B••••• J• | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2023 | Mar 28, 2023 | Feb 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| F•• C•••••••• P••••• A••••••••• L••• | n/a | n/a | n/a | N | yes | n/a |
| F•• I•••••••• P••••••• L•• | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 5, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 0 | 0 | 0 | 2 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $313M | n/a | n/a | $125M | 35.6% | 21 | n/a | 3 | n/a |
| no |
| S•••• E••••• B•••• | n/a | Osprey, FL | ELMHURST, IL | 9 | 35 | 7 | no |
| R••••• C•••••• B•••• | n/a | ELMHURST, IL | 9 | 26 | 1 | no |
| E••• F•••••• | n/a | ELMHURST, IL | 7 | 11 | n/a | no |
| C•••••• M• C•••• | n/a | ELMHURST, IL | 5 | 30 | n/a | no |
| B•••• J• S••••••• | n/a | ELMHURST, IL | 5 | 10 | n/a | no |
| S•••••• G••••• F•••••• | n/a | ELMHURST, IL | 3 | 13 | n/a | no |
| M•••••• T••• L•••• | n/a | ELMHURST, IL | 1 | 22 | n/a | no |
| B•••• T••••• S••••• | Certified Financial Planner | ELMHURST, IL | 0 | 17 | 4 | no |
| M••• P•••••• K••••••••• | Certified Financial Planner | ELMHURST, IL | 0 | 18 | 1 | no |
| $313M |
| $313M |
| 21 |
| 11 |
| 1 |
| n/a |
| n/a |
| 2023 | Feb 29, 2024 | $154M | $154M | 14 | 8 | 1 | n/a | n/a |
| 2022 | May 1, 2023 | $125M | $125M | 13 | 9 | 1 | n/a | n/a |
| 2021 | Mar 31, 2022 | $133M | $133M | 14 | 8 | 1 | n/a | n/a |