FRA WEALTH MANAGEMENT LLC
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About the firm
FRA Wealth Management LLC was developed with the spirit of bringing top of the line wealth management solutions, offering services and advice to help clients invest and reach their financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management solutions including investment services and advice to help clients build, preserve and manage wealth so they can pursue their financial goals.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 902 | $88M |
| High Net Worth Individuals | 8 | $25M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First Tier | 2.00% |
| Second Tier | 1.75% |
| Third Tier | 1.50% |
| Fourth Tier | 1.25% |
| Fifth Tier | 1.00% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FRA WEALTH MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.