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FIDUCIARY WEALTH MANAGEMENT, LLC.

Advisory

TX

Data as of Apr 11, 2024 · Source: SEC Form ADV

Rank in TX
#2,487
of 2,813 advisers by AUM
Average account
$89K
across 62 accounts
AUM per adviser
$6M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 11, 2024.

Total AUM
$6M
Discretionary %
84.6%
Clients
62
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$6M
Discretionary AUM$5M
Non-Discretionary AUM$852K
Discretionary %84.6%
Total Clients62
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

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

MITCHELL GROUP DELAWARE LLC
SWEET HOME, TX
$6M
ANN T. COFFEY WEALTH MANAGEMENT LLC
HOUSTON, TX
$6M
0.0% 1Y
GRAY FINANCIAL PLANNING LLC
MCKINNEY, TX
$6M
RONALD RAY SCHULZE
$6M
MAY TREE FINANCIAL PLANNING LLC
$6M
PRECEPT MANAGEMENT, LLC
DALLAS, TX
$5M
-87.7% 1Y

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