FIDUCIARY ARCHITECTS LLC

FIDUCIARY ARCHITECTS LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 322251). Regulatory assets under management: $13.0M.

Registration

• CRD: 322251
• Type: Registered investment adviser
• Location: 3416 VIA LIDO SUITE G, NEWPORT BEACH, CA, 92663
• Phone: 949-216-0080
• Latest filing: 2026-04-28
• Regulatory AUM: $13.0M
• Discretionary AUM: $13.0M
• Clients: 2
• Accounts: 48

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322251 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search