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FIDUCIARY WEALTH GROUP, LLC
CRD 299711 · SEC 801-130550
6784 LOOP ROAD SUITE# 208, CENTERVILLE, OH, 45459, United States
Phone
855-560-7171
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$178.0M
Discretionary AUM
$178.0M
Team
3 total employees; 3 advisory reps; 55 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminarsSUB-ADVISORY PORTFOLIO MANAGEMENT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $135.6M |
| High net worth individuals | 134 | $41.0M |
| Pension/profit sharing plans | 1 | $1.4M |
States served
OH
All web addresses on file
Official SEC filing: View on IAPD