RIA Intel›Advisers›California›FIDUCIARY ARCHITECTS LLC

FIDUCIARY ARCHITECTS LLC

Advisory

NEWPORT BEACH, CA

Data as of Apr 28, 2026 · Source: SEC Form ADV

Rank in CA

#4,518

of 5,480 advisers by AUM

Average account

$271K

across 48 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 28, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients48

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA

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

48 clients

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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WEISBERG CAPITAL MANAGEMENT LLC

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SILICON BEACH FINANCIAL LLC

$13M

REES & ASSOCIATES LLC

LOS ANGELES, CA

$13M

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