Fratarcangeli Wealth Management

Marked as

High Risk Company

Last updated - September 22, 2025

High Risk

i
1.9

1.4

User Score

1.7

Trust Score

2.0

Brand Score

OVERVIEW

About Fratarcangeli Wealth Management

Fratarcangeli Wealth Management, based in Michigan and founded by Jeffrey Fratarcangeli, cultivated an image of elite financial stewardship while allegedly concealing serious compliance violations. Despite public accolades and features in outlets like Forbes, the firm has come under scrutiny for practices involving undisclosed revenue-sharing agreements, soft-dollar abuses, and conflicts of interest. Regulatory disclosures reveal misleading compensation models.

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CONNECTIONS AND RELATIONSHIP

CONTACT INFORMATION

Contact
(248) 385-5050
LinkedIn Profile
fratarcangeliwealth
Email of Owner
[email protected]
LinkedIn Profile of Owner
jeffrey-fratarcangeli

FINANCIAL RISK AUDIT

For Consumers
For Consumers

High Risk

Based on the available data, we advise consumers to avoid this Company altogether.

This advisory is based on an aggregate risk score derived from OSINT, Adverse Media, Reviews, and Risk Factors identified in our research.

You are likely to be at great risk by engaging in any sort of consumer-related activity with this entity.

For Employees
For Employees

High Risk

Based on the available data, we recommend that employees exercise extreme caution or reconsider association with this Company.

This advisory stems from an aggregate risk score compiled from OSINT, Adverse Media, Reviews, and Risk Factors uncovered in our analysis.

You are likely to face significant risks by pursuing or maintaining employment with this entity.

For Banks & Investors
For Banks & Investors

High Risk

Based on the available data, we urge investors and bankers to avoid financial involvement with this Company.

This advisory is informed by an aggregate risk score based on OSINT, Adverse Media, Reviews, and Risk Factors identified through our investigation.

Engaging in investment or lending activities with this entity poses a substantial risk to your financial interests.

ASSESSMENT OUTCOME
  • Safe to Onboard

  • Enhanced Due Diligence required

  • Do Not Onboard

RECOMMENDATIONS
  • Monitor adverse media every 6 months

  • File SAR (Suspicious Activity Report) is warranted

  • Escalation to compliance committee

  • None

Do you agree with this our assessment on Fratarcangeli Wealth Management?

OSINT DATA POINT

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Owner

Fratarcangeli
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Founder

Jeffrey
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Established

2014
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Jurisdiction

Michigan
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Headquarters

Troy
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Category

Finance
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Subcategory

Wealth
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Licensing

SEC
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Revenue

$5M+
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Broker Check

Low Score
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Termination

YES
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Regulatory

Active
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Sanctions

SEC
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Fines

YES
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Penalty

$150000
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Kickbacks

Alleged
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Transparency

Low
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Forex Peace Army

BLACKLISTED
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Clients

High-Net-Worth
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Clients

Athletes
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Clients

Celebrities
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Former

Merrill Lynch
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Former

Wells Fargo
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Complaints

Customer
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Expungement

Granted
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FINRA

BrokerCheck
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Misleading

Statements
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SEC Action

2024
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ENTERPRISE RISK ASSESSMENT (ERA)

The SEC found FWM led clients into more expensive mutual fund share classes through undisclosed revenue-sharing agreements.

The SEC determined that Fratarcangeli misused soft-dollar arrangements, diverting commission funds for firm benefit.

FWM misrepresented its investment models by using third-party performance data without clarification .

FWM and Fratarcangeli faced a cease-and-desist order, a $100K firm fine, a $50K personal fine, one-year suspension, and disgorgement of $260K.

He was fired by Merrill Lynch in 2018 for unauthorized document alterations 

FinanceScam and forums include user complaints about hidden fees and deceptive practices.

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AML and KYC Assessment

Regulatory and Compliance Screening

  • Sanctions Matches
  • Yes
  • No
  • Unclear
  • PEP Status
  • Yes
  • No
  • Unclear
  • Watchlist: (Interpol, EU, UN, OFAC, etc).
  • Yes
  • No
  • Unclear
  • Law Enforcement Mentions
  • Yes
  • No
  • Unclear

Litigation and Legal Proceedings

  • Criminal Proceedings
  • Yes
  • No
  • Unclear
  • Regulatory Enforcement Actions: [SEC, FCA, SEBI, etc.]
  • Yes
  • No
  • Unclear
  • Ongoing Investigations
  • Yes
  • No
  • Unclear
  • Reputational and Adv
  • Yes
  • No
  • Unclear

Reputational and Adverse Media Risks

  • Negative Media Mentions
  • Yes
  • No
  • Unclear
  • Allegations / Scandals
  • Yes
  • No
  • Unclear
  • Social Media Red Flags
  • Yes
  • No
  • Unclear
  • Censorship Attempts [PR, Takedowns, DMCA Abuse, etc.]
  • Yes
  • No
  • Unclear

Geographic and Jurisdictional Risk

  • Country Risk Level
  • Yes
  • No
  • Unclear
  • High-Risk Sections [Crypto, Gambling, Arms, etc.]
  • Yes
  • No
  • Unclear
  • Offshore Jurisdictions Used [Panama, BVI, Cyprus, etc.]
  • Yes
  • No
  • Unclear

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RED FLAGS AND ADVERSE NEWS

coming

Sec.gov

Visit Link

SEC order details Fratarcangeli Wealth Management's misleading client statements on investments and performance, resulting in $100K penalty.

  • First Detected

    22/04/2024
  • Sentiment Analysis

    Negative
  • Reach

    >1000
  • POV

    Third Person
  • Risk Factor

    High
  • Type

    Regulatory
  • Traffic Source

    Website
  • SERP

    Top 10
  • Share of Voice

    20%
  • Primary Keyword

    Sanction
coming

Gripeo.com

Visit Link

Hidden disclosures and potential lawsuits against Fratarcangeli Wealth Management, highlighting transparency issues and unaddressed client complaints

  • First Detected

    06/12/2023
  • Sentiment Analysis

    Negative
  • Reach

    <1000
  • POV

    Third Person
  • Risk Factor

    High
  • Type

    Criticism
  • Traffic Source

    Website
  • SERP

    Top 100
  • Share of Voice

    10%
  • Primary Keyword

    Lawsuit

Other Red-Flags and Adverse News

redflag
2024 INVESTMENT ADVISERS—Adviser's communications were vague about actual investme...

Financial Profile for Fratarcangeli Wealth Management

Do you want to unlock a detailed Risk Assessment and audit report for Fratarcangeli Wealth Management?

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Based on user engagement on this review profile, ProConsumer will decide to publish its Risk Audit report for public if a threshold engagement, traffic and user input is achieved.

  • Known Assets: [Real estate, investments, companies]

    greentick
  • Suspicious Transactions

    greentick
  • Liabilities: [Bankruptcies, defaults, debts]

    greentick
  • Wealth Sources: [Legitimate / Unclear / High-risk]

    greentick
  • Bank Relationships

    greentick
  • Bank Relationships

    greentick
  • Ultimate Beneficial Owner(s) (UBOs)

    greentick
  • Shareholding structure

    greentick
  • Associated entities & subsidiaries

    greentick
  • Offshore / shell company links

    greentick
  • Trusts / Nominee arrangements

    greentick
  • Business Model Assessment

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Consumer Reviews and Ratings for
Fratarcangeli Wealth Management

All comments are user-generated content and may not be verified. They represent the personal opinions of the public and should not be relied upon. These comments do not influence or determine our overall rating.

User Rating for Fratarcangeli Wealth Management

Fratarcangeli Wealth Management, based in Michigan and founded by Jeffrey Fratarcangeli, cultivated an image of elite financial stewardship while allegedly concealing serious compliance violations. Despite public accolades and features in outlets like Forbes, the firm has come under scrutiny for practices involving undisclosed revenue-sharing agreements, soft-dollar abuses, and conflicts of interest. Regulatory disclosures reveal misleading compensation models.

USER’S SCORE

1.4

Trust

1

Safety

1

Brand

1

Risk

2.5

Pros

  • greentick

    Highly experienced

  • greentick

    Well-recognized name

Cons

  • redcros

    Faced allegations of scamming others

  • redcros

    Allegedly sold fake silver

  • redcros

    Sued multiple times

  • redcros

    Unregulated industry

  • redcros

    Alarming number of complaints online

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  • Trust
  • Brand
  • Safety
  • Risk

PROS

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CONS

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  • author-default
  • Alina Volkova
    January 27, 2026 at 6:46 am

Overall, the firm looks like a classic case of style over substance. Awards and media features can’t cover up governance issues forever. Once trust is questioned in wealth management, it’s hard to win back.

Trust

1/5

Safety

1/5

Brand

1/5

Risk

3/5

  • author-default
  • Vladimir Semenov
    January 27, 2026 at 6:45 am

Fratarcangeli Wealth Management built this polished image of elite advice, but the compliance issues tell a different story. When regulatory disclosures start pointing to hidden revenue-sharing and conflicts, it makes all those glossy accolades feel kind of fake.

Trust

1/5

Safety

1/5

Brand

1/5

Risk

2/5

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