# FSO Wealth

> FSO Wealth is a state-registered investment advisory firm in Dallas, TX, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 336409
- Filed as: FSO WEALTH
- Legal name: Global Fiduciary Partners LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336409
- AdvisorCensus page: https://advisorcensus.com/firm/fso-wealth-dallas-tx-336409

## Quick answers

**How is FSO Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), FSO Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is FSO Wealth located?**
FSO Wealth's principal office is in Dallas, TX, according to its Form ADV.

**Is FSO Wealth registered with the SEC or a state?**
FSO Wealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336409.

**How much does FSO Wealth manage?**
FSO Wealth reports $173,817 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (0% discretionary).

**Does FSO Wealth 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/336409

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $173,817
- Discretionary: $0
- Non-discretionary: $173,817

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $173,817 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- federalmoneynotes.substack.com
- findash.ai/firm/2DorWKLSuKQQL1XV44tZ
- fsowealth.com
- globalfiduciarypartners.com
- LinkedIn @global-fiduciary-partners
- YouTube @Warren-GFP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FSO Wealth (CRD 336409): Form ADV filing data as of October 2026.