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FSA WEALTH PARTNERS

ROCKVILLE, MD · CRD 104513 · IAPD ↗ · 301-949-7300

$819.7MRegulatory AUM
9Advisory reps
16Employees
8Clients
1-10Planning clients
0Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — FINANCIAL SERVICES ADVISORY is now doing business as FSA WEALTH PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
October 2024 — FINANCIAL SERVICES ADVISORY notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.