Overview
Assets Under Management: $140 million
Headquarters: CENTERVILLE, OH
High-Net-Worth Clients: 69
Average Client Assets: $2 million
Frequently Asked Questions
FIDUCIARY WEALTH GROUP, 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 #299711), FIDUCIARY WEALTH GROUP, LLC is subject to fiduciary duty under federal law.
FIDUCIARY WEALTH GROUP, LLC is headquartered in CENTERVILLE, OH.
FIDUCIARY WEALTH GROUP, LLC serves 69 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, FIDUCIARY WEALTH GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
FIDUCIARY WEALTH GROUP, LLC manages $140 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, FIDUCIARY WEALTH GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.40
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 379
Discretionary Accounts: 379
Regulatory Filings
CRD Number: 299711
Last Filing Date: 2025-02-03 00:00:00
Website: https://fiduciarywealthgroup.com