Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > florida > sarasota > FIDUCIARY WEALTH ADVISORS, LLC
FIDUCIARY WEALTH ADVISORS, LLC
8586 Potter Park Drive
Suite 114
Sarasota, Florida 34238
Tel: (941)-914-0087
About FIDUCIARY WEALTH ADVISORS, LLC
FIDUCIARY WEALTH ADVISORS, LLC, formally registered with the SEC as FIDUCIARY WEALTH ADVISORS, LLC. The firm was established in 05/04/2018. They have over 1 offices throughout the country.
FIDUCIARY WEALTH ADVISORS, LLC is a Sarasota, Florida based Financial Planning firm with nearly $114,092,886 assets under management, offering retirement planning & investment advisory services to 103 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170709 |
| SEC# | 801-113149 |
| Assets Managed by Firm | $114,092,886 |
| No. of Clients | 103 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 103 | $114,092,886 |
| Individuals (other than high net worth individuals) | 8 | $2,626,426 |
| High net worth individuals | 45 | $108,677,812 |
| Charitable organizations | 1 | $2,258,835 |
| Corporations or other businesses | 1 | $529,813 |
More Retirement Planning firms in Sarasota, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
Explore More Retirement Advisors in Sarasota, Florida