1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FIDUCIARY WEALTH MANAGEMENT, LLC

Map pinRESTON, VA
Phone703-242-1231
NotebookSEC #801-108997
Total AUM
$451.6M
Employees
4
Clients
414

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
THE ATRIUM, SUITE 12
11250 ROGER BACON DRIVE
RESTON
VA 20190
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
703-242-1231

ReceiptFinancials

Total AUM
$451.6M
Accounts
414
Discretionary
$120.3M
Accounts
327
Non-Discretionary
$331.3M
Accounts
87

ContactClients

View more in analytics →

Individual Clients
285
AUM
$63.1M
HNW Individual Clients
30
AUM
$41.1M
Pension/Profit Sharing Plan Clients
87
AUM
$327.6M
Charitable Organization Clients
5
AUM
$9.1M
Corporation or Business Clients
7
AUM
$10.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMDNCNYVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account