FRA Wealth Management LLC
Firm details
- Headquarters
- O Fallon, Illinois
- CRD number
- 284020
- Registered since
- May 8, 2025
- Website
- frawealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals78.22%
- HNWI21.78%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
FRA Wealth Management LLC is an independent registered investment adviser organized as an LLC and owned by a domestic entity/individual. The firm offers advisory services to individuals and families, combining financial planning with portfolio management for individuals and small businesses. It also acts as a capital allocator and provides manager selection services, bringing third-party managers into client solutions when appropriate. The firm charges fees based on a percentage of assets under management and through fixed-fee engagements. FRA Wealth Management does not position itself as an ESG-focused investor. Its SEC registration is recorded in 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Cash & Cash Equivalents9%
Owners & executives
1 of 1
Joseph Roosevans
Founder & CEOCRD 5892820
Contacts
3 of 6
Christy Hennessey
Wealth Management SpecialistCRD 4293568
Michael Nichols
CRD 6830659
Luke Curtis
ExecutiveCRD 8182242
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
O Fallon, IL
Saint Clair
Location
O Fallon, IL
Headquartered in O Fallon, IL, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Clair
- Address
- 805 W Highway 50
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Clark Wealth Partners, LLC
RIAO Fallon, IL
Cambridge Capital Management, LLC
RIAO Fallon, IL
Mosaic Fi LLC
RIALincolnshire, IL
KDM Wealth Management Inc.
RIAGeneva, IL
Orchard Capital Management, LLC
RIAChicago, IL
Bondurant Investment Advisory, LLC
RIAEvanston, IL