Fsr Wealth Strategies is an SEC registered investment adviser organized as a corporation with a primary office location in Elmhurst, IL. Its latest Form ADV filing, dated February 5, 2026, reports $313M in regulatory assets under management, 21 employees, 1 office, and 1,266 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.2% of total clients.
Top client categories% of clientsClients
1
Individuals
81.2%
329
2
HNWI
18.8%
76
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$313Mas of May 16, 2026
Discretionary100.0%
$313M
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.
Total AUM$313M
Total Accounts1,266
10Y AUM Change+$197M (+169.4%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee19:1
10Y Employee Change+8 (+61.5%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.