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WELLMENT FINANCIAL

ELMHURST, IL · CRD 166746 · IAPD ↗ · academy.wellment.com · 630-993-8200

$312.7MRegulatory AUM
11Advisory reps
21Employees
1Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
June 2026 — WELLMENT FINANCIAL changed its website from fsrwealth.com to academy.wellment.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
June 2026 — WELLMENT FINANCIAL added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
March 2026 — FSR WEALTH STRATEGIES is now doing business as WELLMENT FINANCIAL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
64
March 2026 — WELLMENT FINANCIAL reported RAUM up 32% ($237.1M -> $312.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2026 — WELLMENT FINANCIAL grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
February 2026 — FSR WEALTH STRATEGIES notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2025 — FSR WEALTH STRATEGIES notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — FSR WEALTH MANAGEMENT, LTD. is now doing business as FSR WEALTH STRATEGIES.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
65
April 2025 — FSR WEALTH STRATEGIES reported RAUM up 54% ($154.3M -> $237.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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