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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| FSM Wealth Advisors LLC
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|---|---|
| CRD # | 298904 |
| SEC # | 801-114180 |
| CIK # | 0001942548 |
| AUM | $940.7 M (2025-07-31) |
| Employees | 27 (63% Investors, 0% Brokers) |
| Phone | 216-468-1333 |
| Address | 22901 Millcreek Blvd Cleveland, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.0 | ||
| Microsoft Corp | 14.6 | ||
| Nvidia Corp | 12.6 | ||
| Progressive Corp/Oh/ | 7.7 | ||
| Amazon Com Inc | 5.9 | ||
| Alphabet Inc | 5.0 | ||
| Exxon Mobil Corp | 4.8 | ||
| J P Morgan Chase & Co | 4.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 377 | 165.5 |
| (b) Individuals (high net worth individuals) | 157 | 745.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 19.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 9.7 |
| (n) Other | 0 | 0.0 |
| Total | 545 | 940.7 |
| By Discretionary | ||
| Discretionary | 545 | 940.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 545 | 940.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 940.7 | |
| Total | 545 | 940.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001942548] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stepp & Rothwell Inc
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|
KS | 1.0 |
|
Cheviot Value Management LLC
✚
|
CA | 1.0 |
|
Allegiant Wealth Advisors LLC
✚
|
OK | 1.0 |
|
Waypoint Capital Advisors LLC
✚
|
MN | 0.9 |
|
Greatmark Investment Partners Inc
✚
|
GA | 0.9 |
|
Talbot Financial LLC
✚
|
WA | 0.9 |
|
Southern Financial Group LLC
✚
|
AL | 0.9 |
|
Rhame & Gorrell Wealth Management LLC
✚
|
TX | 0.9 |
|
Grace & White Inc
✚
|
NY | 0.9 |
|
Goldstone Financial Group LLC
✚
|
IL | 0.9 |