← Back to searchVisit website
FIDUCIAONE
FIDUCIAONE LLC
CRD 327737
N27 W23953 PAUL RD., SUITE 105, PEWAUKEE, WI, 53072, United States
Phone
262-465-6877
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$35.4M
Discretionary AUM
$35.4M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $8.2M |
| High net worth individuals | 17 | $27.2M |
All web addresses on file
Official SEC filing: View on IAPD