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WA

William R. Abolghassem

FIRETHORN WEALTH PARTNERS
Augusta, GA 30904
Some features on this profile are disabled
CRD#: 6659776
WA

Professional summary

William Reza Abolghassem, who also goes by Reza Abolghassem, is a registered financial advisor currently at FIRETHORN WEALTH PARTNERS, LLC located in Augusta, Georgia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. William has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Reza Abolghassem

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Reza Abolghassem's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 20, 2021 - Present

FIRETHORN WEALTH PARTNERS, LLC

Office #1: 2550 Central Avenue, Augusta, GA 30904
RIA
CRD#: 297634
Augusta, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FW
FIRETHORN WEALTH PARTNERS, LLC
FIRETHORN WEALTH PARTNERS, LLC

CRD#: 297634 / SEC#: 801-113690

RIA
Registered Investment Advisory firm - (7/26/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(5/20/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/12/2021
Uniform Investment Adviser Law Examination

Current Firm

FW
FIRETHORN WEALTH PARTNERS, LLC
FIRETHORN WEALTH PARTNERS, LLC

CRD#: 297634 / SEC#: 801-113690

RIA
Registered Investment Advisory firm - (7/26/2018 Approved)
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Contact information

Main Address
2550 Central Avenue, Augusta, GA 30904
Mailing Address
Phone number
(706) 426-4243
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE - FIRETHORN WEALTH PARTNERS, LLC (3/18/2025)

Regulatory assets under management

Total Number of Accounts2,112
AUM (Assets Under Management)$ 543,566,110

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FIRETHORN WEALTH PARTNERS, LLC

CRD#: 297634Augusta, GA 30904

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