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FIDUCIA WEALTH MANAGEMENT

Advisory

PASADENA, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CA

#4,110

of 5,480 advisers by AUM

Average account

$193K

across 130 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients83

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX

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

83 clients

12 high-net-worth

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

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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ALPINE MEADOWS, CA

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WEALTH MANAGEMENT PARTNERS OF LOS ANGELES, INC.

$25M

BLANCHARD, CHRISTINE DARLENE

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