Fsa Wealth Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Rockville, MD. Its latest Form ADV filing, dated April 27, 2026, reports $820M in regulatory assets under management, 16 employees, and 1,957 accounts.
Assets Under Management
$820M
Employees
16
Offices
--
Total Clients
698
Primary office
ROCKVILLE, MD
ONE CHURCH STREET, SUITE 901, ROCKVILLE, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.9% of total clients.
Top client categories% of clientsClients
1
Individuals
66.9%
467
2
HNWI
33.1%
231
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$820Mas of April 27, 2026
Discretionary100.0%
$820M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$820M
Total Accounts1,957
10Y AUM Change+$212M (+35.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee44:1
10Y Employee Change+1 (+6.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.