FIDUCIA WEALTH MANAGEMENT

Overview

Fiducia Wealth Management is an independent registered investment adviser operating as a corporation and focused on individual and family clients, with a service footprint oriented to financial planning and portfolio management for individuals and small businesses. The firm runs a fee mix that includes a percentage of assets under management plus hourly and fixed-fee engagements, which supports both ongoing discretionary portfolio relationships and one-off planning work. Investment activity is equity‑centric: exchange‑traded equities are the primary building block of client portfolios, deployed through discretionary mandates. Fiducia is not an active ESG investor and does not present itself as a multi‑state or pension consultant adviser. The firm also maintains an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices