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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-06-2015
- Office Locations
- 2
Office Locations
About Wellment Financial
Wellment Financial (fsrwealth.com) provides wealth management and financial planning with a tax-first retirement focus. The firm uses a proprietary tax and retirement audit to identify key retirement needs and opportunities such as tax diversification and IRA conversion planning. Serves retirees and entrepreneurs seeking ongoing portfolio management across ETFs and mutual funds, with Fidelity/NFS as a primary custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSHUA EDWARD BRETL
President
- CRD
- #4341633
- Ownership
- 75% or more
BRIAN J SZYMCZAK
Chief Compliance Officer
- CRD
- #7178602
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ROBERT CHARLES BRETL
Director
- CRD
- #4380072
SCOTT EDWARD BRETL
Advisor
- CRD
- #2105530
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $312,671,001 | $246,976 |
| Non-Discretionary | $0 | -- |
| Total | $312,671,001 | $246,976 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| 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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