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 serves individual and family clients and reports a mix of fee arrangements that includes percentage-of-AUM, hourly fees, and fixed fees. Fiat identifies itself as a capital allocator and lists a suite of advisory services: financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, selection of other advisers, and pension consulting services. The firm does not identify as an active ESG investor. Ownership is reported as a domestic entity and individual. Industry affiliations disclosed in filings include relationships with other investment advisers, accountants, insurance companies, and roles as sponsor or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices