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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- AlphaMomentum
- Established Date
- 06-10-2021
- Office Locations
- 1
Office Locations
About Francis Wealth Solutions, LLC
Francis Wealth Solutions, LLC provides one-on-one financial planning and portfolio management, tailoring investment strategies to each client’s risk tolerance, time horizon, and goals. The firm supports life transitions with retirement and lifestyle planning, tax and estate strategy resources, and ongoing wealth management. Known for collaborative, transparent guidance and a community-focused approach.
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Owner & Executives
Michael Frederick Francis
Chief Compliance Officer, Managing Member, Retirement Plan Advisor
- CRD
- #7370004
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,481,155 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,481,155 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,481,155
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,849,006,571 | 23.3% |
| Corporate - Investment Grade | $1,642,679,657 | 20.7% |
| Equity - OTC | $4,443,964,290 | 56.0% |
| Total | $7,935,650,518 | 100.0% |