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| Fiduciary Wealth Management LLC
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|
|---|---|
| CRD # | 157290 |
| SEC # | 801-108997 |
| CIK # | |
| AUM | $451.6 MM (2024-01-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 703-242-1231 |
| Address | The Atrium, Suite 12 Reston, VA 20190 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 63.1 |
| (b) Individuals (high net worth individuals) | 30 | 41.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 87 | 327.6 |
| (h) Charitable organizations | 5 | 9.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 10.7 |
| (n) Other | 0 | 0.0 |
| Total | 414 | 451.6 |
| By Discretionary | ||
| Discretionary | 327 | 120.3 |
| Non-Discretionary | 87 | 331.3 |
| Total | 414 | 451.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 451.2 | |
| Total | 414 | 451.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Northwest Quadrant LLC
✚
|
OR | 0.5 |
|
Consultiva Wealth Management Corp
✚
|
PR | 0.5 |
|
Marrella Private Wealth LLC
✚
|
PA | 0.5 |
|
Trinity Portfolio Advisors LLC
✚
|
TX | 0.5 |
|
BCU Wealth Advisors LLC
✚
|
IL | 0.4 |
|
Riggs Asset Management Co Inc
✚
|
PA | 0.4 |
|
Harpswell Capital Advisors LLC
✚
|
ME | 0.4 |
|
Milestone Asset Management LLC
✚
|
PA | 0.4 |
|
Garden State Investment Advisory Services LLC
✚
|
NJ | 0.4 |
|
REAP Financial Group LLC
✚
|
TX | 0.4 |