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WELLMENT FINANCIAL
FSR WEALTH MANAGEMENT, LTD.
CRD 166746 · SEC 801-122241
444 N. YORK STREET, ELMHURST, IL, 60126, United States
Phone
630-993-8200
Fax
630-993-8201
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$312.7M
Discretionary AUM
$312.7M
Team
21 total employees; 11 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 329 | $136.3M |
| High net worth individuals | 76 | $176.3M |
States served
IL, IN, NE, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD