← Back to searchVisit website
FIAT WEALTH MANAGEMENT
FIAT WEALTH MANAGEMENT LLC
CRD 318201 · SEC 801-123255
1905 WAYZATA BLVD, SUITE 320, WAYZATA, MN, 55391, United States
Phone
952-426-9116
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$517.4M
Discretionary AUM
$517.4M
Team
18 total employees; 13 advisory reps; 15 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 518 | $194.5M |
| High net worth individuals | 129 | $322.8M |
States served
AZ, CA, CO, IL, IN, IA, MN, NE, NJ, NY, ND, PA, WI, MO, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD