# Fiduciary Wealth Management, LLC.

> Fiduciary Wealth Management, LLC. is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 11, 2024.

- CRD: 166501
- Filed as: FIDUCIARY WEALTH MANAGEMENT, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 11, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166501
- AdvisorCensus page: https://advisorcensus.com/firm/fiduciary-wealth-management-llc-166501

## Quick answers

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

**Is Fiduciary Wealth Management, LLC. registered with the SEC or a state?**
Fiduciary Wealth Management, LLC. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166501.

**How much does Fiduciary Wealth Management, LLC. manage?**
Fiduciary Wealth Management, LLC. reports $5,535,407 in regulatory assets under management in its Form ADV filing dated April 11, 2024 (85% discretionary).

**What types of clients does Fiduciary Wealth Management, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62).

**Does Fiduciary Wealth Management, 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/166501

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,535,407
- Discretionary: $4,683,123
- Non-discretionary: $852,284

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $5,535,407 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fiduciary Wealth Management, LLC. (CRD 166501): Form ADV filing data as of October 2026.