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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-21-1983
- Office Locations
- 1
Office Locations
About FAS Wealth Partners, Inc.
FAS Wealth Partners is an employee-owned wealth management firm serving high earners, pre-retirees/retirees, families, and entrepreneurs. The team provides holistic financial and investment planning, including retirement income strategy, tax planning, risk management, and diversified portfolio construction to help safeguard family values across generations. Clients can expect direct access to advisors, with custody commonly at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Kevin Patrick Fisher Amey
DIRECTOR, TREASURER
- CRD
- #5611985
- Ownership
- 5% but less than 10%
JORDAN MICHAEL O'GRADY
Advisor, Wealth and Investment Manager
- CRD
- #6091943
- Ownership
- 5% but less than 10%
Showing 2 of 7 owners & executives
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Blake Arnold
Senior Advisor
- CRD
- #7755000
ANNA BARNES
Broker
- CRD
- #4722952
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,768,892,674 | $738,999 |
| Non-Discretionary | $7,120,148 | $712,015 |
| Total | $3,776,012,822 | $738,946 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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