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⚲
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| FSM Wealth Advisors LLC
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| |
|---|---|
| CRD # | 298904 |
| SEC # | 801-114180 |
| CIK # | 0001942548 |
| AUM | $750.7 MM (2024-03-28) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 216-916-8424 |
| Address | 22901 Millcreek Blvd Cleveland, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 8.3 | |
| AAPL | 2,382,844.0 | 8.1 | |
| NVDA | 399,550.0 | 5.0 | |
| XOM | 385,508.3 | 3.7 | |
| GOOG | 1,482,566.4 | 3.2 | |
| LECO | 7,326.9 | 2.9 | |
| GOOGL | 1,475,138.5 | 2.7 | |
| V | 419,260.5 | 2.7 | |
| COST | 207,576.9 | 2.5 | |
| AMZN | 1,092,997.8 | 2.5 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 334 | 105.5 |
| (b) Individuals (high net worth individuals) | 107 | 487.6 |
| (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 | 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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,274 | 593.0 |
| By Discretionary | ||
| Discretionary | 1,274 | 593.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,274 | 593.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 593.0 | |
| Total | 1,274 | 593.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001942548] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rainey & Randall Investment Management Inc
✚
|
FL | 0.8 |
|
Giraffes Inc
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|
MS | 0.8 |
|
The Pacific Center for Financial Services
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CA | 0.8 |
|
Altiora Financial Group LLC
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|
OH | 0.8 |
|
Tobias Financial Advisors Inc
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|
FL | 0.8 |
|
William Mack & Associates Inc
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|
MI | 0.8 |
|
Snowwater Investment Partners LLC
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|
CT | 0.8 |
|
Talbot Financial LLC
✚
|
WA | 0.7 |
|
Rhame & Gorrell Wealth Management LLC
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|
TX | 0.7 |
|
Eldridge Investment Advisors Inc
✚
|
NH | 0.7 |