FC Wealth Solutions LLC

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Assets, Funds, Holdings

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FC Wealth Solutions LLC
CRD #286381
SEC #801-128522
CIK #
AUM $199.4 M (2025-05-01)
Employees 4 (100% Investors, 0% Brokers)
Phone614-212-1015
Address440 Polaris Parkway Suite 110
Westerville, OH 43082
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
3502802101407002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 120 29.0
(b) Individuals (high net worth individuals) 23 45.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 125.4
(n) Other 0 0.0
Total 355 199.4
By Discretionary
Discretionary 355 199.4
Non-Discretionary 0 0.0
Total 355 199.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 199.4
Total 355 199.4
Comparable Firms State AUM ($B)
Bright Angel Advisors LLC
MN 0.2
AHL Investment Management Inc
FL 0.2
Investology Inc
VA 0.2
Utopia Wealth Management LLC
FL 0.2
Compass Planning Associates Inc
0.2
Successful Money Strategies Inc
MA 0.2
Valpey Financial Services LLC
NH 0.2
Stone Pine Financial Partners LLC
PA 0.2
Strategic Planning Group Inc
MA 0.2
VVR Holdings LLC
WA 0.2
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