FIDUCIARY WEALTH ADVISORS, LLC

FIDUCIARY WEALTH ADVISORS, LLC of SARASOTA, FL is an SEC-registered investment adviser (CRD 170709). Regulatory assets under management: $114.1M.

Registration

• CRD: 170709
• SEC file number: 801-113149
• Type: Registered investment adviser
• Location: 8586 POTTER PARK DRIVE, SUITE 114, SARASOTA, FL, 34238
• Phone: (941)-914-0087
• Latest filing: 2025-02-21
• Regulatory AUM: $114.1M
• Discretionary AUM: $114.1M
• Clients: 1
• Accounts: 103

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170709 on SEC IAPD (source of record)
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