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| Keyboard |
| Fiat Wealth Management LLC
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|---|---|
| CRD # | 318201 |
| SEC # | 801-123255 |
| CIK # | 0001761755, 0002012153 |
| AUM | 517.4 M (2026-06-22) |
| Employees | 18 (72% Investors, 0% Brokers) |
| Phone | 952-426-9116 |
| Address | 1905 Wayzata Blvd Wayzata, MN 55391 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 518 | 194.5 |
| (b) Individuals (high net worth individuals) | 129 | 322.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,257 | 517.4 |
| By Discretionary | ||
| Discretionary | 2,257 | 517.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,257 | 517.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 517.4 | |
| Total | 2,257 | 517.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001761755] | |
| 13F-HR | [0002012153] | |
| 13F-NT | [0002012153] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 15 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dean Jacobson Financial Services LLC
✚
|
TX | 519.4 M |
|
NorthStar Financial Companies Inc
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Independent Wealth Network Inc
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Parkshore Wealth Management
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BGM Wealth Partners LLC
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Alliance Wealth Management Group LLC
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Nest Egg ETFS LLC
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Chelsea Counsel Company
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CA | 517.0 M |
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Medallion Wealth Advisors LLC
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CT | 516.9 M |
|
Financial Network Wealth Advisors LLC
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