FIDUCIARY WEALTH MANAGEMENT, LLC.

FIDUCIARY WEALTH MANAGEMENT, LLC. is an SEC-registered investment adviser (CRD 166501). Regulatory assets under management: $5.5M.

Registration

• CRD: 166501
• Type: Registered investment adviser
• Phone: 972-292-9292
• Latest filing: 2024-04-11
• Regulatory AUM: $5.5M
• Discretionary AUM: $4.7M
• Non-discretionary AUM: $852K
• Clients: 1
• Accounts: 62

Business model

Compensation: % of AUM.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166501 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search