FIDUCIARY WEALTH MANAGEMENT, LLC

FIDUCIARY WEALTH MANAGEMENT, LLC of RESTON, VA is an SEC-registered investment adviser (CRD 157290). Regulatory assets under management: $451.6M.

Registration

• CRD: 157290
• SEC file number: 801-108997
• Type: Registered investment adviser
• Location: THE ATRIUM, SUITE 12, 11250 ROGER BACON DRIVE, RESTON, VA, 20190
• Phone: 703-242-1231
• Latest filing: 2024-01-31
• Regulatory AUM: $451.6M
• Discretionary AUM: $120.3M
• Non-discretionary AUM: $331.3M
• Clients: 4
• Accounts: 414

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 157290 on SEC IAPD (source of record)
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