FIDUCIA WEALTH MANAGEMENT

FIDUCIA WEALTH MANAGEMENT of PASADENA, CA is an SEC-registered investment adviser (CRD 309571). Regulatory assets under management: $25.1M.

Registration

• CRD: 309571
• Type: Registered investment adviser
• Location: 150 S. LOS ROBLES AVE, PASADENA, CA, 91101
• Phone: 626-395-7770
• Latest filing: 2026-03-30
• Regulatory AUM: $25.1M
• Discretionary AUM: $25.1M
• Clients: 1
• Accounts: 130

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 309571 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search