FSC WEALTH ADVISORS, LLC
B54
CRD 154382·SEC 801-71646·FISHKILL, NY
AUM
$122.3M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$367K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $121.0M
'21 · $140.9M
'22 · $181.2M
'23 · $218.4M
'25 · $283.1M
'26 · $122.3M
'20'26
$121.0M → $122.3M▲ +1%
Operations
Advisory staff (5-yr trend)
'20 · 8 advisors
'21 · 9 advisors
'22 · 9 advisors
'23 · 5 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
8 advisors → 5 advisors▼ -37%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesEducational Seminars Workshops
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
P.O. BOX 1635WAPPINGERS FALLS, NY 12590
Business
1 SUMMIT CT, SUITE 100FISHKILL, NY 12524
Edgar Recent Filings
13F-HR2026-04-20 · 0001925685-26-000003
13F-HR2026-01-22 · 0001925685-26-000001