# Francis Wealth Solutions, LLC

> Francis Wealth Solutions, LLC is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 314607
- Filed as: FRANCIS WEALTH SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Virginia
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314607
- AdvisorCensus page: https://advisorcensus.com/firm/francis-wealth-solutions-llc-314607

## Quick answers

**How is Francis Wealth Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Francis Wealth Solutions, LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Francis Wealth Solutions, LLC registered with the SEC or a state?**
Francis Wealth Solutions, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314607.

**How much does Francis Wealth Solutions, LLC manage?**
Francis Wealth Solutions, LLC reports $2,481,155 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Francis Wealth Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (1).

**Does Francis Wealth Solutions, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314607

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $2,481,155
- Discretionary: $2,481,155
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $1,018,299 |
| High net worth individuals | 1 | $1,462,856 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Francis Wealth Solutions, LLC (CRD 314607): Form ADV filing data as of October 2026.