Fsr Wealth Management, Ltd.
- Regulatory AUM
- $313M
- Discretionary
- $313M
- Clients
- 405
- Avg AUM / client
- $772K
- Accounts
- 1,266
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 329 | $136M | 43.6% |
| High net worth individuals | 76 | $176M | 56.4% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joshua Edward Bretl | President | Jan 2013 (14y) | 75% or more | |
| Brian J Szymczak | Chief Compliance Officer | Sep 2021 (5y) | Less than 5% | |
| Sean Thomas Papreck | Registered representative | Sep 2016 (10y) | ||
| Scott Edward Bretl | Registered representative | Jul 2017 (9y) | ||
| Robert Charles Bretl | Registered representative | Aug 2017 (9y) | ||
| Erin Fogarty | Registered representative | Sep 2019 (7y) | ||
| Charles M Carey | Registered representative | Mar 2021 (5y) | ||
| Stephen George Francis | Registered representative | Sep 2022 (4y) | ||
| Michael Todd Leigh | Registered representative | Feb 2025 (2y) | ||
| Bryan Tyrell Stiger | Registered representative | CFP | Nov 2025 (1y) | |
| Mark Phillip Komorowski | Registered representative | CFP | Nov 2025 (1y) |
Undisclosed: 0% – 25% 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) | 05/16/2026 | 1.04 MB | 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
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $313M (100% of AUM) May 2026
- TD Ameritrade $18.2M (14% of AUM) Jul 2023
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: May 16, 2026.
View current Form ADV (SEC/IAPD) ↗