FRA Wealth Management LLC

Overview

FRA Wealth Management LLC is an independent registered investment adviser organized as a limited liability company. The firm focuses on serving individual and family clients with financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It operates as a capital allocator and charges clients through a combination of percentage-of-AUM and fixed fees. FRA Wealth Management identifies relationships with a trust company and an insurance company among its industry affiliations. It does not describe itself as an active ESG investor. The firm registered with the SEC in 2025 and reports an owner structure that includes a domestic entity and an individual. Its advisory model emphasizes outsourced manager selection alongside in-house planning and portfolio services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices