Wealth management
The firm says it works as clients’ trusted advisors to prudently grow and protect their assets.
Source: LinkedIn company description · Retrieved October 13, 2026
Company profilefsiwealth.net ↗
Fsi Wealth Management Inc
FSI Wealth Management is an independent wealth management firm serving the San Diego area, founded in 1994.
- Headquarters
- San Diego, California, United StatesSource: RevenueBaseRetrieved October 13, 2026
- Employee range
- 1 to 10Source: RevenueBaseRetrieved October 13, 2026
- Founded
- 1995Source: RevenueBaseRetrieved October 13, 2026
- Published list appearances
- 2 supported appearances ↗Source: RevenueBase lists
What does Fsi Wealth Management Inc do?
The firm serves professionals in its San Diego community, including aerospace and defense employees and retirees. Its stated focus is helping successful professionals and retirees in Southern California leverage their assets.
Based on the company’s public LinkedIn information, supplied through RevenueBase.
Who it serves
The firm works with a limited number of clients who generally have investable assets above an unstated threshold.
Services & capabilities.
Company lists.
Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.
#12OF 16
↗#15OF 25
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Sources & data notes.
RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated October 10, 2026. How the company lists are built.
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