Overview
Assets Under Management: $371 million
Headquarters: WAYZATA, MN
High-Net-Worth Clients: 89
Average Client Assets: $2 million
Frequently Asked Questions
FIAT WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318201), FIAT WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
FIAT WEALTH MANAGEMENT is headquartered in WAYZATA, MN.
FIAT WEALTH MANAGEMENT serves 89 high-net-worth clients according to their SEC filing dated November 28, 2025. View client details ↓
According to their SEC Form ADV, FIAT WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
FIAT WEALTH MANAGEMENT manages $371 million in client assets according to their SEC filing dated November 28, 2025.
According to their SEC Form ADV, FIAT WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,014
Discretionary Accounts: 2,014
Regulatory Filings
CRD Number: 318201
Filing ID: 2030886
Last Filing Date: 2025-11-28 14:49:56
Website: 3