Overview
Assets Under Management: $114 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 45
Average Client Assets: $2 million
Frequently Asked Questions
FIDUCIARY WEALTH ADVISORS, LLC 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 #170709), FIDUCIARY WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
FIDUCIARY WEALTH ADVISORS, LLC is headquartered in SARASOTA, FL.
FIDUCIARY WEALTH ADVISORS, LLC serves 45 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, FIDUCIARY WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FIDUCIARY WEALTH ADVISORS, LLC manages $114 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, FIDUCIARY WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 103
Discretionary Accounts: 103
Regulatory Filings
CRD Number: 170709
Last Filing Date: 2025-02-21 00:00:00
Website: https://fiduciarywealthadvisors.com