Fsa Wealth Partners, Inc.
- Regulatory AUM
- $820M
- Discretionary
- $820M
- Clients
- 698
- Avg AUM / client
- $1.2M
- Accounts
- 1,957
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 467 | $191M | 23.3% |
| High net worth individuals | 231 | $596M | 72.7% |
| Charitable organizations | Fewer than 5 clients | $31.8M | 3.88% |
| Corporations and other businesses | Fewer than 5 clients | $1.5M | 0.18% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Ronald Petersen | Founding Partner | CFP | Oct 1990 (36y) | Less than 5% |
| James Edward Joseph | President/Treasurer Chief Compliance Officer & Partner | CFP | Nov 2004 (22y) | 50% – 75% |
| Kimberly Anne Basenback | Director Of Financial Planning & Partner | CFP | Feb 2014 (12y) | 5% – 10% |
| Ronald James Rough | Chief Investment Officer & Partner | CFA | Mar 2014 (12y) | 25% – 50% |
| Donohue, Kim, Marie | Secretary | Jan 2020 (7y) | Less than 5% | |
| Mary Ann Drucker | Registered representative | Jun 2016 (10y) | ||
| Aaron Liege Weston | Registered representative | CFP | Mar 2021 (5y) | |
| Christopher Richard Jones | Registered representative | Feb 2023 (3y) | ||
| Jordan David Daugherty | Registered representative | CFA | Jan 2026 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $808M (99% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗