Kim Donohue, Secretary of FSA Wealth Partners (Rockville, MD)

Career

Kim Donohue is not listed as a control person, but directly owns under 5% of FSA Wealth Partners.

FSA Wealth Partners is an investment adviser based in Rockville, MD, registered with the SEC since 1983. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $820 million, as filed on 27 April 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD: 7216946
Firm: FSA Wealth Partners · CRD 104513
Role: Secretary
In role since: January 2020 · 6 years
Control person: Not listed
Direct ownership: Under 5%
Firm headquarters: Rockville, MD
Individual registration: No current adviser record · SEC search
Disciplinary history: Not yet shown here · SEC record

Common questions

Where does Kim Donohue work?

Kim Donohue has been Secretary of Fsa Wealth Partners, Inc. since January 2020.

Source: Form ADV, Schedule A, filed 27 April 2026

How can I verify Kim Donohue’s record?

Kim Donohue’s role is listed on Fsa Wealth Partners, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 104513.

Source: Form ADV, Schedule A, filed 27 April 2026

Leadership at FSA Wealth Partners

Sources

IAPD individual lookup, CRD 7216946, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.

Form ADV Part 1A, Schedules A and B of Fsa Wealth Partners, Inc., filed 27 April 2026. Title, control and ownership bands.