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FIDARE WEALTH SOLUTIONS LLC

Advisory

NEW YORK, NY

Data as of May 14, 2026 · Source: SEC Form ADV

Rank in NY

#5,169

of 5,722 advisers by AUM

Average account

$383K

across 37 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed May 14, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients26

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

26 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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