|
⚲
|
| FSC Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 154382 |
| SEC # | 801-71646 |
| CIK # | 0001925685 |
| AUM | $122.3 M (2026-03-30) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 845-297-0300 |
| Address | 1 Summit Court Fishkill, NY 12524 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 677 | 79.4 |
| (b) Individuals (high net worth individuals) | 9 | 11.8 |
| (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 | 2 | 30.6 |
| (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 | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 879 | 122.3 |
| By Discretionary | ||
| Discretionary | 879 | 122.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 879 | 122.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.3 | |
| Total | 879 | 122.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001925685] |
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CO | 0.1 |
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0.1 | |
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