# FIDUCIA WEALTH MANAGEMENT

FIDUCIA WEALTH MANAGEMENT of UPPER ARLINGTON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 338281
- Type: SEC-registered investment adviser
- Location: 2939 KENNY RD, UPPER ARLINGTON, OH, 43221
- Phone: 210-792-2052
- Latest filing: 2026-03-10
- Regulatory AUM: $36.0M
- Discretionary AUM: $36.0M
- Clients: 2
- Accounts: 154

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/338281/brochure
- Similar advisers: https://search.stillhousedata.com/firm/338281/similar
- Related entities: https://search.stillhousedata.com/firm/338281/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/338281

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.