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⚲
|
| Fiduciary Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 157290 |
| SEC # | 801-108997 |
| CIK # | |
| AUM | $369.5 MM (2023-03-02) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 703-242-1231 |
| Address | The Atrium, Suite 12 Reston, VA 20190 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 276 | 55.4 |
| (b) Individuals (high net worth individuals) | 26 | 40.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 91 | 264.6 |
| (h) Charitable organizations | 5 | 9.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 398 | 369.5 |
| By Discretionary | ||
| Discretionary | 307 | 104.9 |
| Non-Discretionary | 91 | 264.6 |
| Total | 398 | 369.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 368.9 | |
| Total | 398 | 369.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Muhlenkamp & Co Inc
✚
|
PA | 0.4 |
|
Union Square Investment Co
✚
|
CA | 0.4 |
|
AssuredPartners Investment Advisors LLC
✚
|
FL | 0.4 |
|
Strategic Planning Group LLC
✚
|
UT | 0.4 |
|
Wise Planning Inc
✚
|
WA | 0.4 |
|
Harbour Investment Management LLC
✚
|
WA | 0.4 |
|
Shakespeare Wealth Management LLC
✚
|
WI | 0.4 |
|
Atticus Wealth Management LLC
✚
|
FL | 0.4 |
|
CornerStone Retirement Group Inc
✚
|
NV | 0.4 |
|
Greenbush Financial Group LLC
✚
|
NY | 0.4 |