# FSR Wealth Management, LLC

> FSR Wealth Management, LLC is a state-registered investment advisory firm, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 171766
- Filed as: FSR WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171766
- AdvisorCensus page: https://advisorcensus.com/firm/fsr-wealth-management-llc-171766

## Quick answers

**How is FSR Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), FSR Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is FSR Wealth Management, LLC registered with the SEC or a state?**
FSR Wealth Management, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171766.

**How much does FSR Wealth Management, LLC manage?**
FSR Wealth Management, LLC reports $39,150,901 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (93% discretionary).

**What types of clients does FSR Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (98); high net worth individuals (9); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does FSR Wealth Management, 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/171766

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $39,150,901
- Discretionary: $36,469,340
- Non-discretionary: $2,681,561

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 98 | $20,144,034 |
| High net worth individuals | 9 | $16,325,306 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,681,561 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bellinghambusinesses.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FSR Wealth Management, LLC (CRD 171766): Form ADV filing data as of October 2026.