FSA Wealth Partners

Overview

FSA Wealth Partners is an SEC registered investment adviser based in Rockville, MD, registered since 1983. It reports $82M in assets under management across 1,957 accounts, with 16 employees. It has 8 investment adviser representatives.

Reported AUM

$82M

Discretionary

100%

Accounts

1,957

Average account

$419K

Employees

16

Advisory reps

8

Registered since

1983

Jurisdictions

28

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 5

• James Edward Joseph President, Treasurer, Chief Compliance Officer CRD 2943563
• Ronald James Rough Chief Investment Officer, Partner CRD 2083110
• David Ronald Petersen Founding Partner CRD 716333

2 more executive officers, with direct contact details

Advisory reps 3 of 8

• Kimberly Anne Basenback Investment Adviser Rep CRD 5523788
• Jordan David Daugherty Investment Adviser Rep CRD 6939807
• Mary Ann Drucker Investment Adviser Rep CRD 2495181

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1 Church St Ste 901
Rockville, MD 20850

County

Montgomery

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 28 jurisdictions
• Website: fsawealthpartners.com

Every state, with registration dates

Similar firms near Rockville

• Innovation X AdvisorsRockville, MD$4.5B AUM
• Albion RiverRockville, MD$2.1B AUM
• Advisors Preferred LLCRockville, MD$1.7B AUM
• Kendall Capital ManagementRockville, MD$744M AUM
• Quantum Financial Advisors IncRockville, MD$558M AUM