RIA Intel›Advisers›Missouri›FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC

FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC

Advisory

SPRINGFIELD, MO

Data as of Jul 16, 2026 · Source: SEC Form ADV

Average account
$280K
across 67 accounts
AUM per adviser
$9M
2 advisers

Source: SEC Form ADV. Figures as filed Jul 16, 2026.

Total AUM
$19M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$19M
Discretionary AUM$19M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients69
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKS, MO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

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

HEFFERNAN & ASSOCIATES, INC.
ST LOUIS, MO
$19M
0.0% 1Y
MIKE WOLTERS & ASSOCIATES, LTD.
$19M
RISING TIDE WEALTH ADVISORY SOLUTIONS LLC
ST. LOUIS, MO
$19M
ACTIVE WEIGHTING ADVISORS LLC
CAPE GIRARDEAU, MO
$19M
+9.2% 1Y
PEAKVIEW STRATEGIES, LLC
$18M
PINNACLE EQUITY MANAGEMENT INC
ST LOUIS, MO
$20M
-22.6% 1Y

Get the full picture on FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans