Fiduciary Wealth Management, LLC
RIAState Registered
Total AUM
$5.5M
Discretionary
$4.7M
85% of AUM
Avg account
$89.3K
Accounts
62
Employees
1
Advisory reps
3
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%
Owners & executives
FINTRXContacts
FINTRXWealth 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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