FIDUCIA WEALTH MANAGEMENT

FIDUCIA WEALTH MANAGEMENT of UPPER ARLINGTON, OH is an SEC-registered investment adviser (CRD 338281). Regulatory assets under management: $36.0M.

Registration

• CRD: 338281
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338281 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search