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| Happy Holidays!! thanks for using AUM13F!! |
| Fiat Wealth Management LLC
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| CRD # | 318201 |
| SEC # | 801-123255 |
| CIK # | 0002012153, 0001761755 |
| AUM | $370.6 M (2025-03-04) |
| Employees | 18 (56% Investors, 0% Brokers) |
| Phone | 952-426-9116 |
| Address | 1905 Wayzata Blvd Wayzata, MN 55391 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002012153 0001761755 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Philip Morris International Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Wells Fargo & Co/MN | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| Verizon Communications Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 841 | 163.3 |
| (b) Individuals (high net worth individuals) | 89 | 207.3 |
| (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 | 2,014 | 370.6 |
| By Discretionary | ||
| Discretionary | 2,014 | 370.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,014 | 370.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 370.6 | |
| Total | 2,014 | 370.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001761755] | |
| 13F-HR | [0002012153] | |
| 13F-NT | [0002012153] |
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|---|---|---|
|
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NBZ Investment Advisors LLC
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Spectrum Wealth Advisory Group LLC
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O'Boyle Wealth Management Inc
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Global Wealth Strategies and Associates LLC
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