FRA Wealth Management LLC

Overview

FRA Wealth Management LLC is an independent registered investment adviser that provides financial planning and portfolio management for individuals and small businesses. The firm is registered with the SEC (registered in 2025) and describes itself as a capital allocator that selects outside managers when appropriate. Ownership is listed as a combination of a domestic entity and an individual. Fee arrangements include both a percentage of assets under management and fixed-fee engagements. Advisory services emphasized on the ADV include financial planning, discretionary and non-discretionary portfolio management for individuals/small businesses, and the selection of other advisers. The firm does not identify as an active ESG investor and notes industry affiliations with a trust company and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices