Fiduciary Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 166501
- Website
- www.fidwealthman.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Fiduciary Wealth Management, LLC is an independent registered investment advisor that focuses on providing financial planning services and selecting other advisers for its clients. The firm operates as a limited liability company and caters primarily to individuals and families. As a capital allocator, Fiduciary Wealth Management emphasizes a fee structure based on a percentage of assets under management. The firm does not actively engage in ESG investing and is not affiliated with any multi-state advisory activities.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
3 of 3
Brian Neff
Customer AdvocateCRD 4022386
Veronica Elliott
Executive SecretaryCRD 6153864
Tammy Neff
Vice PresidentCRD 6153850
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Burlingame Investment Group LLC
RIAKipi Financial Planning LLC
RIAColumbus, OH
Keller Wealth Management LLC
RIASAR Services, Inc.
RIARevolut Wealth Inc.
RIANew York, NY
Kingsbarn Capital Management
RIALas Vegas, NV