$39.2M Total AUM
$36.5M Disc. AUM
-- 3Y CAGR
1 Employees
220 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-12-2014
- Office Locations
- 1
Office Locations
-- Bellingham WA
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.
Team overview
-- AVG AGE
$39.2M AVG AUM / ADVISOR
$178.0K AVG AUM / CLIENT
12 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
RICHARD AARON JOINES
Chief Compliance Officer, MANAGING PRINCIPAL, Owner
- CRD
- #3172865
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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