Fiat Wealth Management

Overview

Fiat Wealth Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm positions itself as a capital allocator for individual and family clients, providing comprehensive financial planning and portfolio management for individuals, small businesses, and institutions. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee options. Service lines listed on the firm’s disclosures include pension consulting and the selection of other advisers, indicating they both manage assets directly and direct client capital to outside managers. The adviser does not list ESG investing as an active focus. It maintains industry relationships with accountants, insurance companies, other investment advisers, and roles as sponsor/manager of pooled investment vehicles, which aligns with its capital-allocation activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices