Fra Wealth Management LLC
Fra Wealth Management LLC is an SEC-registered mass-market adviser in O'Fallon, IL with $112.8M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Fra Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284020, SEC 801-132681, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $112.8M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- O'Fallon, IL
- Employees
- 2
- Clients
- 910
- CRD
- 284020
- Ownership
- PARAGON TRUST; HENNESSEY, CHRISTY, SUE; ROOSEVANS, JOSEPH, MONTAGU
How much AUM does Fra Wealth Management LLC have?
Fra Wealth Management LLC reported $112.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Fra Wealth Management LLC?
Disclosed owners and executives of Fra Wealth Management LLC include PARAGON TRUST, HENNESSEY, CHRISTY, SUE, ROOSEVANS, JOSEPH, MONTAGU. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.