# Fiducia Wealth Management

> Fiducia Wealth Management is a state-registered investment advisory firm in Upper Arlington, OH, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 338281
- Filed as: FIDUCIA WEALTH MANAGEMENT
- Legal name: Fiducia Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Upper Arlington, OH
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338281
- AdvisorCensus page: https://advisorcensus.com/firm/fiducia-wealth-management-upper-arlington-oh-338281

## Quick answers

**How is Fiducia Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Fiducia Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fiducia Wealth Management located?**
Fiducia Wealth Management's principal office is in Upper Arlington, OH, according to its Form ADV.

**Is Fiducia Wealth Management registered with the SEC or a state?**
Fiducia Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338281.

**How much does Fiducia Wealth Management manage?**
Fiducia Wealth Management reports $36,000,000 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**What types of clients does Fiducia Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (5).

**Does Fiducia Wealth Management 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/338281

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $36,000,000
- Discretionary: $36,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $15,000,000 |
| High net worth individuals | 5 | $21,000,000 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fiduciawealthmgmt.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fiducia Wealth Management (CRD 338281): Form ADV filing data as of October 2026.