FSM WEALTH ADVISORS, LLC
Doing business as JOURNEY WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$1,387,419,659
Discretionary
$1,387,419,659
Non-discretionary
$0
Firm details
- CRD number
- 298904
- SEC file number
- 801-114180
- Main office
- CLEVELAND, OH, United States
- Employees
- 27
- SEC status
- Approved
- Website
- http://www.fsmwealthadvisors.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.