FSR WEALTH MANAGEMENT, LTD.
Doing business as WELLMENT FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$312,671,001
Discretionary
$312,671,001
Non-discretionary
$0
Firm details
- CRD number
- 166746
- SEC file number
- 801-122241
- Main office
- ELMHURST, IL, United States
- Employees
- 21
- SEC status
- Approved
- Website
- https://academy.wellment.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.