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| FSM Wealth Advisors LLC
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|---|---|
| CRD # | 298904 |
| SEC # | 801-114180 |
| CIK # | 0001942548 |
| AUM | 1.4 B (2026-03-30) |
| Employees | 27 (63% Investors, 0% Brokers) |
| Phone | 216-468-1333 |
| Address | 22901 Millcreek Blvd Cleveland, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 22.6 | ||
| Nvidia Corp | 21.0 | ||
| Microsoft Corp | 12.6 | ||
| Alphabet Inc | 10.9 | ||
| Alphabet Inc | 9.1 | ||
| Amazon Com Inc | 7.6 | ||
| Progressive Corp/Oh/ | 6.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 572 | 281.4 |
| (b) Individuals (high net worth individuals) | 290 | 1,056.5 |
| (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 | 6 | 25.6 |
| (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 | 11 | 23.9 |
| (n) Other | 0 | 0.0 |
| Total | 879 | 1,387.4 |
| By Discretionary | ||
| Discretionary | 879 | 1,387.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 879 | 1,387.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,387.4 | |
| Total | 879 | 1,387.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001942548] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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