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Building 2FIDUCIARY WEALTH ADVISORS, LLC

Map pinSARASOTA, FL
Phone(941)-914-0087
NotebookSEC #801-113149
Total AUM
$114.1M
Employees
1
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8586 POTTER PARK DRIVE
SUITE 114
SARASOTA
FL 34238
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(941)-914-0087

ReceiptFinancials

Total AUM
$114.1M
Accounts
103
Discretionary
$114.1M
Accounts
103
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$2.6M
HNW Individual Clients
45
AUM
$108.7M
Charitable Organization Clients
1
AUM
$2.3M
Corporation or Business Clients
1
AUM
$529.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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