1905 Wayzata Blvd
Suite 320
Wayzata, Minnesota 55391
Tel: 952-426-9116
FIAT WEALTH MANAGEMENT, formally registered with the SEC as FIAT WEALTH MANAGEMENT. The firm was established in 02/18/2022. They have over 4 offices throughout the country.
FIAT WEALTH MANAGEMENT is a Wayzata, Minnesota based Financial Planning firm with nearly $370,627,618 assets under management, offering retirement planning & investment advisory services to 2014 clients. The firm is staffed with 18 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 318201 |
SEC# | 801-123255 |
Assets Managed by Firm | $370,627,618 |
No. of Clients | 2014 |
No. of Advisors | 18 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2014 | $370,627,618 |
Individuals (other than high net worth individuals) | 841 | $163,328,130 |
High net worth individuals | 89 | $207,299,488 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$479,793,782,427 | 2284921 | 13903 | |
$176,091,949,959 | 88 | 77 | |
$137,829,756,000 | 3 | 200 | |
$121,600,874,152 | 69 | 4167 | |
$85,511,782,543 | 279 | 102 |
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