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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-21-1983
- Office Locations
- 1
Office Locations
About FSA Wealth Partners
FSA Wealth Partners provides personalized financial planning and investment management for individuals, families, and business owners, with a focus on mid-career wealth builders, and advises institutions such as pension funds, endowments, and foundations. The firm aligns portfolio strategy with tax and savings planning and offers education-led guidance for younger clients. Independent RIA in Rockville, MD with 40+ years of experience; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between April 29, 2025 and April 27, 2026, reported AUM increased 6.4%, from $770.2M to $819.7M.
Across 5 reported observations, AUM decreased 2.8% between November 30, 2022 and April 27, 2026, from $842.9M to $819.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 9 advisory representatives and 706 clients, or 78.4 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 43 years in operation. The source data was last updated on April 27, 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
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full FSA Wealth Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES EDWARD JOSEPH
Chief Compliance Officer, PARTNER, President
- CRD
- #2943563
- Ownership
- 50% but less than 75%
RONALD JAMES ROUGH
Chief Investment Officer, PARTNER
- CRD
- #2083110
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Jordan David Daugherty
Analyst
- CRD
- #6939807
MARY ANN DRUCKER
Portfolio Manager
- CRD
- #2495181
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $819,672,051 | $418,841 |
| Non-Discretionary | $0 | -- |
| Total | $819,672,051 | $418,841 |
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Separately Managed Accounts
SMA allocation detail is available
FSA Wealth Partners has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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FSA Wealth Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.