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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-12-2014
- Office Locations
- 1
Office Locations
About FSR Wealth Management, LLC
Bellingham Connections is Bellingham’s longest-running local business networking group, bringing members from diverse industries together in weekly meetings to exchange referrals, share ideas, and give member presentations. The group also runs joint marketing and social events to deepen relationships and support the local community.
Reported data analysis
What the numbers show
Of the latest reported AUM, 93.2% is discretionary and 6.8% is non-discretionary.
The firm reports 1 advisory representatives and 220 clients, or 220 clients per representative. That equates to $178.0K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full FSR Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RICHARD AARON JOINES
Chief Compliance Officer, MANAGING PRINCIPAL, Owner
- CRD
- #3172865
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,469,340 | -- |
| Non-Discretionary | $2,681,561 | -- |
| Total | $39,150,901 | -- |
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Separately Managed Accounts
SMA allocation detail is available
FSR Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2025
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FSR Wealth Management, LLC's 13F holdings detail is available for Q1 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.