Fiducia Wealth Management
Firm details
- Headquarters
- Upper Arlington, Ohio
- CRD number
- 338281
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.81%
- Individuals30.19%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fiducia Wealth Management is an independent, owner-operated limited liability company that advises individuals and families. The firm charges fees as a percentage of assets under management and focuses on financial planning and portfolio management for individuals and small businesses. Fiducia manages client assets directly rather than operating as a capital allocator and does not position itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds86%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Upper Arlington, OH
Franklin
Location
Upper Arlington, OH
Headquartered in Upper Arlington, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 2939 Kenny Rd
- Time zone
- ET (UTC-5)
- Office locations
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