# Fidare Wealth Solutions LLC

> Fidare Wealth Solutions LLC is a state-registered investment advisory firm in New York, NY, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 331122
- Filed as: FIDARE WEALTH SOLUTIONS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331122
- AdvisorCensus page: https://advisorcensus.com/firm/fidare-wealth-solutions-llc-new-york-ny-331122

## Quick answers

**How is Fidare Wealth Solutions LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fidare Wealth Solutions LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fidare Wealth Solutions LLC located?**
Fidare Wealth Solutions LLC's principal office is in New York, NY, according to its Form ADV.

**Is Fidare Wealth Solutions LLC registered with the SEC or a state?**
Fidare Wealth Solutions LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331122.

**How much does Fidare Wealth Solutions LLC manage?**
Fidare Wealth Solutions LLC reports $14,160,000 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% discretionary).

**What types of clients does Fidare Wealth Solutions LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (20); individuals (other than high net worth individuals) (6).

**Does Fidare Wealth Solutions LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331122

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $14,160,000
- Discretionary: $14,160,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,160,000 |
| High net worth individuals | 20 | $12,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fidarewealth.com
- Facebook facebook.com
- Instagram @fidarewealth
- LinkedIn @104327825

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fidare Wealth Solutions LLC (CRD 331122): Form ADV filing data as of October 2026.