Fra Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in O'Fallon, IL. Its latest Form ADV filing, dated March 31, 2026, reports $113M in regulatory assets under management, 2 employees, and 951 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.1% of total clients.
Top client categories% of clientsClients
1
Individuals
99.1%
902
2
HNWI
0.9%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$113Mas of March 31, 2026
Discretionary78.3%
$88M
78% of total RAUM78.3%
Non-discretionary21.7%
$25M
22% of total RAUM21.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$113M
Total Accounts951
10Y AUM Change+$13M (+12.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee455:1
10Y Employee Change0 (0.0%)
* 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.