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FIAT WEALTH MANAGEMENT

1905 Wayzata Blvd
Suite 320
Wayzata, Minnesota 55391
Tel: 952-426-9116

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About FIAT WEALTH MANAGEMENT

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.

Firm Information

SEC Current StatusApproved
Firm CRD#318201
SEC#801-123255
Assets Managed by Firm$370,627,618
No. of Clients2014
No. of Advisors18

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total2014$370,627,618
Individuals (other than high net worth individuals)841$163,328,130
High net worth individuals89$207,299,488

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GALLIARD CAPITAL MANAGEMENT
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