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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 6, 2025 and February 25, 2026, reported AUM increased 22.4%, from $3.1B to $3.8B.
Across 5 reported observations, AUM increased 75.2% between November 18, 2022 and February 25, 2026, from $2.2B to $3.8B.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 20 advisory representatives and 1,656 clients, or 82.8 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 1 reported office location and 43 years in operation. The source data was last updated on February 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full FAS Wealth Partners, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
FAS Wealth Partners, Inc. has reported separately managed account data across 11 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
FAS Wealth Partners, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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