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FC WEALTH SOLUTIONS LLC
CRD 286381 · SEC 801-128522
579 EXECUTIVE CAMPUS DRIVE SUITE 230, WESTERVILLE, OH, 43082, United States
Phone
(614) 212-1015
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$101.0M
Discretionary AUM
$101.0M
Team
4 total employees; 4 advisory reps; 163 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $34.0M |
| High net worth individuals | 30 | $58.3M |
| Pension/profit sharing plans | 11 | $3.2M |
| Corporations/business entities | 4 | $5.5M |
All web addresses on file
Official SEC filing: View on IAPD