FSM Wealth Advisors, LLC
FSM Wealth Advisors, LLC is a national wealth management firm headquartered in Cleveland, Ohio. Founded in 1985, the firm delivers comprehensive financial services to businesses, corporations, and individual investors, focusing on retirement planning, portfolio management, and wealth advisory. FSM Wealth employs approximately 27 people as of 2025, serving primarily high-net-worth individuals and families, as well as a broader clientele of individual investors.
Investment Strategy
FSM Wealth Advisors, LLC employs a client-centric investment approach focused on comprehensive financial planning and disciplined portfolio management. Their strategies are tailored to individual client needs, with an emphasis on long-term growth, diversification, and risk management. The firm largely serves high-net-worth individuals and families, recommending portfolios allocated across equities, fixed income, and alternative assets, and they emphasize fiduciary responsibility in all advisement and investment activities.
Top Holdings
Equity Positions (314)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPIB | J P MORGAN EXCHANGE TRADED F | 5.23% | $37.0M | 754,092 | $47.69 | $49.03 | +$4.5M |
B BOND | PIMCO ETF TR | 4.99% | $35.3M | 378,113 | $92.07 | $93.35 | +$3.1M |
J JAVA | J P MORGAN EXCHANGE TRADED F | 4.41% | $31.1M | 451,701 | $57.91 | $68.96 | +$3.0M |
J JMST | J P MORGAN EXCHANGE TRADED F | 4.33% | $30.6M | 599,426 | $50.90 | $51.04 | +$515.6K |
V VTI | VANGUARD INDEX FDS | 4.23% | $29.9M | 91,021 | $237.13 | $328.17 | +$3.6M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | — | Put | $56.0K | 160 | $186.58 | $121.44 | 0 | +$45.0K |