FIDUCIARY WEALTH

FIDUCIARY WEALTH of BLOOMINGTON, MN is an SEC-registered investment adviser (CRD 164702). Regulatory assets under management: $16.1M.

Registration

• CRD: 164702
• Type: Registered investment adviser
• Location: 3800 AMERICAN BOULEVARD WEST, BLOOMINGTON, MN, 55431
• Phone: 612-234-7233
• Latest filing: 2026-06-01
• Regulatory AUM: $16.1M
• Discretionary AUM: $16.1M
• Clients: 1
• Accounts: 66

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164702 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search