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FIDUCIA WEALTH MANAGEMENT
FIDUCIA WEALTH MANAGEMENT LLC
CRD 338281
2939 KENNY RD, STE 206, UPPER ARLINGTON, OH, 43221, United States
Phone
210-792-2052
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$36.0M
Discretionary AUM
$36.0M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $15.0M |
| High net worth individuals | 5 | $21.0M |
All web addresses on file
Official SEC filing: View on IAPD