FSC Wealth Advisors LLC

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Assets, Funds, Holdings

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FSC Wealth Advisors LLC
CRD #154382
SEC #801-71646
CIK #0001925685
AUM 122.3 M (2026-03-30)
Employees 5 (100% Investors, 100% Brokers)
Fees
Minimum
Phone845-297-0300
Address1 Summit Court
Fishkill, NY 12524
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
3002401801206002008201420202027
AUM Breakdown Accounts AUM ($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]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail, Research
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