Fidelium Investment Advisers, LLC
RIASEC Registered
Total AUM
$16.6M
Discretionary
$16.6M
100% of AUM
Avg account
$2.8M
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 300984
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.49%
- Individuals3.51%
- Services
- Financial Planning
Firm profile
FINTRXOverview
Fidelium Investment Advisers, LLC is a small, privately owned advisory firm that markets itself primarily as a financial planning practice. The adviser is organized as a limited liability company and is owned by an individual. Compensation is charged as a percentage of assets under management. The firm does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not classified as a capital allocator or pension consultant in the available data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
1 of 1
Ryan Watson
Chief Executive and Investment OfficerCRD 7079302
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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