FRA WEALTH MANAGEMENT LLC

Overview

FRA Wealth Management LLC is an independent registered investment adviser focused on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and acts as a capital allocator by selecting third‑party advisers and managers on clients’ behalf. Fee arrangements combine percentage of AUM and fixed fees. Investment activity is equity‑centric: exchange‑traded equities make up the dominant portion of assets, and the firm expresses a clear preference for equities as core holdings. FRA Wealth Management is not positioned as an active ESG investor. Its advisory services include directing discretionary portfolios and recommending external managers or separate managed accounts where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices