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| Fiduciary Wealth Advisors LLC
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| |
|---|---|
| CRD # | 170709 |
| SEC # | 801-113149 |
| CIK # | |
| AUM | $100.6 MM (2024-05-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 941-914-0087 |
| Address | 2499 Marblehead Drive Sarasota, FL 34231 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 1.9 |
| (b) Individuals (high net worth individuals) | 38 | 95.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 87 | 100.6 |
| By Discretionary | ||
| Discretionary | 87 | 100.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 87 | 100.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.6 | |
| Total | 87 | 100.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Medicus Wealth Planning Inc
✚
|
UT | 0.1 |
|
Titan Managers LLC
✚
|
AZ | 0.1 |
|
Bona FIDE Wealth LLC
✚
|
TX | 0.1 |
|
Worthington Financial Partners LLC
✚
|
OH | 0.1 |
|
Atlas Financial Planning LLC
✚
|
GA | 0.1 |
|
The Financial Discovery Group Inc
✚
|
GA | 0.1 |
|
Gamma Asset Management LLC
✚
|
PR | 0.1 |
|
Brindle & Bay Financial Advisors LLC
✚
|
TX | 0.1 |
|
Eurocapital Advisors Inc
✚
|
FL | 0.1 |
|
Broussard Financial Group LLC
✚
|
LA | 0.1 |