FSM Wealth

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

9627 Wall St, Nashville, Illinois, 62263...

Phone Number

(618) 327-3267

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About FSM Wealth

FSM Wealth is a national wealth management firm that has been offering comprehensive financial services since 1985, catering to businesses, corporations, and individuals. With offices located in Nashville, IL; Springfield, IL; Eagle, ID; and Janesville, WI, the firm focuses on retirement planning, investments, and personalized financial strategies. Their mission is to evaluate clients' financial profiles to create tailored plans that help achieve their financial goals. FSM Wealth also emphasizes the importance of values and mentorship in preparing the next generation of financial advisors.Explore more
FSM Wealth's Social MediaPopular SearchesFsm Wealth IncFSM WealthFinancial Solutions Midwest LLCFSM Wealth - IncFinancial Solutions MidwestSIC Code 62,628NAICS Code 52,523Show more

FSM Wealth Org Chart

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President & Division Wealth Management Partne...

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AK
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Director, Trading

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FSM Wealth

<$5M
11-50
Private
<$5M
1985
LB
Leo BarczewskiPresident & Division Wealth Management Partner
$5.8M
1-10
Private
<$5M
2014
James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
James ParrisCEO & Founder
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2016
ML
Megan LindClient Service Associate
<$5M
1-10
Private
-
2009
SA
Steven AberblattFinancial Planner & Tax Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

FSM Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

FSM Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about FSM Wealth.

FSM Wealth financials insights

Gather financial insights about FSM Wealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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FSM Wealth Tech Stack

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Frequently Asked Questions Regarding FSM Wealth

What is FSM Wealth's official website?
FSM Wealth's official website is www.fsmwealth.com
What is FSM Wealth's Revenue?
FSM Wealth's revenue is <$5 Million
What is FSM Wealth's SIC code?
FSM Wealth's SIC: 62,628
What is FSM Wealth's NAICS code?
FSM Wealth's NAICS: 52,523
How many employees does FSM Wealth have?
FSM Wealth has 11-50 employees
What industry does FSM Wealth belong to?
FSM Wealth is in the industry of: Finance, Securities Trading
What is FSM Wealth competition?
FSM Wealth top competitors include: Vinson Financial Group, Wyble Graham Garcia Wealth Management, Davis Wealth Management, JLB Wealth Management Group
What technology does FSM Wealth use?
Some of the popular technologies that FSM Wealth uses are: Microsoft 365, Mailgun, GoDaddy DNS, Amazon Web Hosting
How do I contact FSM Wealth?
FSM Wealth contact info: Phone number: (618) 327-3267 Website: www.fsmwealth.com
What does FSM Wealth do?

FSM Wealth is a national wealth management firm that has been offering comprehensive financial services since 1985, catering to businesses, corporations, and individuals. With offices located in Nashville, IL; Springfield, IL; Eagle, ID; and Janesville, WI, the firm focuses on retirement planning, investments, and personalized financial strategies.... Their mission is to evaluate clients' financial profiles to create tailored plans that help achieve their financial goals. FSM Wealth also emphasizes the importance of values and mentorship in preparing the next generation of financial advisors.Read More

What are FSM Wealth social media links?
FSM Wealth Linkedin page FSM Wealth Facebook page
Is FSM Wealth a public company?
FSM Wealth is private company therefore does not currently have an official ticker symbol
See more information about FSM Wealth

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