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FIDUCIA WEALTH MANAGEMENT
CRD 309571
150 S. LOS ROBLES AVE, SUITE 468, PASADENA, CA, 91101, United States
Phone
626-395-7770
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.1M
Discretionary AUM
$25.1M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $14.3M |
| High net worth individuals | 12 | $10.8M |
All web addresses on file
Official SEC filing: View on IAPD