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| FSR Wealth Management Ltd
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|
|---|---|
| CRD # | 166746 |
| SEC # | 801-122241 |
| CIK # | 0001940000 |
| AUM | $312.7 M (2026-05-16) |
| Employees | 21 (52% Investors, 0% Brokers) |
| Phone | 630-993-8200 |
| Address | 444 N York Street Elmhurst, IL 60126 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001940000 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.6 | ||
| Apple Inc | 0.6 | ||
| Microsoft Corp | 0.5 | ||
| Amazon Com Inc | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Broadcom Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| Cisco Systems Inc | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 329 | 136.3 |
| (b) Individuals (high net worth individuals) | 76 | 176.3 |
| (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 | 1,266 | 312.7 |
| By Discretionary | ||
| Discretionary | 1,266 | 312.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,266 | 312.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 312.7 | |
| Total | 1,266 | 312.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001940000] | |
| 13F-NT | [0001940000] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trust Advisory Group Ltd
✚
|
AL | 0.3 |
|
Carolina Wealth Advisors LLC
✚
|
SC | 0.3 |
|
Melone Private Wealth LLC
✚
|
MI | 0.3 |
|
Brady Family Wealth LLC
✚
|
MO | 0.3 |
|
Columbia Advisory Partners LLC
✚
|
WA | 0.3 |
|
Lagoda Investment Management LP
✚
|
NY | 0.3 |
|
Financial Planning Solutions LLC
✚
|
MA | 0.3 |
|
Topel & Distasi Wealth Management LLC
✚
|
CA | 0.3 |
|
Monere Wealth Management Inc
✚
|
IL | 0.3 |
|
Glass Wealth Management Co LLC
✚
|
TX | 0.3 |