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| Happy Holidays!! thanks for using AUM13F!! |
| FSA Wealth Management LLC
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| CRD # | 288525 |
| SEC # | 801-110991 |
| CIK # | 0001804256 |
| AUM | $459.3 M (2025-03-04) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 781-455-1020 |
| Address | 144 Gould Street Needham, MA 02494 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.3 | ||
| Tesla Motors Inc | 3.0 | ||
| Microsoft Corp | 2.2 | ||
| Casella Waste Systems Inc | 1.6 | ||
| Intuit Inc | 1.6 | ||
| Exxon Mobil Corp | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Nvidia Corp | 0.7 | ||
| J P Morgan Chase & Co | 0.6 | ||
| Procter & Gamble Co | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 71.8 |
| (b) Individuals (high net worth individuals) | 123 | 373.4 |
| (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 | 14.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 916 | 459.3 |
| By Discretionary | ||
| Discretionary | 916 | 459.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 916 | 459.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 459.3 | |
| Total | 916 | 459.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001804256] |
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