FSA WEALTH MANAGEMENT LLC

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FSA Wealth Management is based out of Needham. FSA Wealth Management is a large advisory firm with 347 clients and discretionary assets under management (AUM) of $231,000,000 (Form ADV from 2019-09-20). Their last reported 13F filing for Q4 2019 included $141,570,000 in managed 13F securities and a top 10 holdings concentration of 71.35%. FSA Wealth Management's largest holding is iShares Russell 1000 Growth ETF with shares held of 127,484. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 4.66%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

FSA WEALTH MANAGEMENT, LLC
144 GOULD STREET SUITE 120
NEEDHAM MA    02494
Country: United States

Business Phone: (781) 455-1020
Fax: (781) 455-1012
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 347
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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