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FRA WEALTH MANAGEMENT LLC
CRD 284020File 801-132681
APPROVED
Retail clients
Disclosure events
Filing as of Jul 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$112.8M
Bottom 25% of cohort (national)
Discretionary AUM
$88.2M
Non-discretionary $24.5M
Clients
910
951 accounts
Employees
2
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 8, 2025
- Principal office
- 805 W. HWY 50 STE. B, O'FALLON, IL, 62269
- Phone
- 888-915-0930
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $112.8M
- Discretionary AUM
- $88.2M
- Non-discretionary AUM
- $24.5M
- Discretionary accounts
- 698
- Non-discretionary accounts
- 253
- Total accounts
- 951
- AUM per client
- $124K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 8 | $24.6M |
| Individuals (other than high net worth individuals) | 902 | $88.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D4
- Q11H2
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.