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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Glacier vital
- Established Date
- 10-28-2016
- Office Locations
- 3
Office Locations
About FRA Wealth Management LLC
FRA Wealth Management, LLC is a retail-focused RIA providing wealth management and financial planning to help clients build, preserve, and manage wealth. The firm’s services include portfolio construction, insurance, and estate and education planning, and its SMA mix is primarily ETFs with Charles Schwab & Co. listed as a custodian. Offices span IL, MO, and FL.
Team overview
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Asset Classes
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
CHRISTY SUE HENNESSEY
Associate, Chief Compliance Officer
- CRD
- #4293568
- Ownership
- Less than 5%
JOSEPH MONTAGU ROOSEVANS
Chief Executive Officer, Financial Professional, President
- CRD
- #5892820
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Luke Anthony Curtis
--
- CRD
- #8182242
Timothy Mark James Dew
--
- CRD
- #8208238
Horizon value
Ridge pathway horizon
- CRD
- #64138
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,248,316 | $126,430 |
| Non-Discretionary | $24,511,684 | $96,884 |
| Total | $112,760,000 | $118,570 |
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Separately Managed Accounts
Total SMA Asset: $112,760,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,772,486,177 | 52.3% |
| Cash | $1,616,588,732 | 47.7% |
| Total | $3,389,074,909 | 100.0% |