← Directory
WELLMENT FINANCIAL
Legal name: FSR WEALTH MANAGEMENT, LTD.
CRD 166746File 801-122241
APPROVED
Retail clients
Custody
Filing as of May 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$312.7M
Below cohort median (national)
Discretionary AUM
$312.7M
Clients
405
1,266 accounts
Employees
21
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 7, 2021
- Principal office
- 444 N. YORK STREET, ELMHURST, IL, 60126
- Phone
- 630-993-8200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $312.7M
- Discretionary AUM
- $312.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,266
- Non-discretionary accounts
- 0
- Total accounts
- 1,266
- AUM per client
- $772K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 76 | $176.3M |
| Individuals (other than high net worth individuals) | 329 | $136.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.