RIA Intel›Advisers›Virginia›FIDUCIARY WEALTH MANAGEMENT, LLC

FIDUCIARY WEALTH MANAGEMENT, LLC

Advisory

N·RESTON, VA

Data as of Jan 31, 2024 · Source: SEC Form ADV

Total AUM

$452M

1-Year AUM Growth

+22.2%

3-Year CAGR

+4.0%

Employees

4

Assets Under Management

Total AUM$452M

Discretionary AUM$120M

Non-Discretionary AUM$331M

Discretionary %26.6%

Total Clients—

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record12

First FilingJan 17, 2017

Latest FilingJan 31, 2024

🔒 Full AUM trend chart and 12 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FIDUCIARY WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.