{
  "crd_number": 164702,
  "slug": "fiduciary-wealth-bloomington-mn-164702",
  "primary_business_name": "FIDUCIARY WEALTH",
  "legal_name": "SAFE HARBOR CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "Bloomington",
  "state": "MN",
  "country": "United States",
  "cbsa_code": "33460",
  "metro": {
    "cbsa_code": "33460",
    "common_name": "Minneapolis",
    "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI",
    "path": "/advisors/mn/minneapolis"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-06-26",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-06-01",
  "carried_forward": false,
  "raum_total": 16059282.0,
  "raum_discretionary": 16059282.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 16059282.0,
      "count": 38
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "MN"
  ],
  "websites": [
    "https://fiduciarymn.com",
    "https://linkedin.com/in/curtis-purington-854a9028"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164702",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "BLOOMINGTON",
  "url": "https://advisorcensus.com/firm/fiduciary-wealth-bloomington-mn-164702",
  "display_name": "Fiduciary Wealth",
  "summary": "Fiduciary Wealth is a state-registered investment advisory firm in Bloomington, MN, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 1, 2026.",
  "citation": "AdvisorCensus. Fiduciary Wealth (CRD 164702): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Fiduciary Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fiduciary Wealth reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Fiduciary Wealth located?",
      "a": "Fiduciary Wealth's principal office is in Bloomington, MN, according to its Form ADV."
    },
    {
      "q": "Is Fiduciary Wealth registered with the SEC or a state?",
      "a": "Fiduciary Wealth is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 164702."
    },
    {
      "q": "How much does Fiduciary Wealth manage?",
      "a": "Fiduciary Wealth reports $16,059,282 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Fiduciary Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38)."
    },
    {
      "q": "Does Fiduciary Wealth report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164702"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/fiduciary-wealth-bloomington-mn-164702.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 38,
      "fewer_than_5": false,
      "raum": 16059282.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164702",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}