FIDUCIARY WEALTH MANAGEMENT, LLC
CRD #157290 SEC #801-108997 RESTON, VA 703-242-1231
SEC Registered
Total AUM
$451.6M
Discretionary
$120.3M
Employees
4
Clients
1
Accounts
414
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $451.6M | $120.3M | $331.3M | 4 | 1 |
| Mar 2023 | $369.5M | $104.9M | $264.6M | 4 | 0 |
| Jan 2022 | $419.6M | $116.2M | $303.4M | 4 | 0 |
| Mar 2021 | $402.6M | $120.4M | $282.2M | 5 | 0 |
| Oct 2020 | $289.6M | $80.5M | $209.2M | 3 | 0 |
| Apr 2020 | $289.6M | $80.5M | $209.2M | 3 | 0 |
| Apr 2020 | $289.6M | $80.5M | $209.2M | 3 | 0 |
| Mar 2020 | $289.6M | $80.5M | $209.2M | 3 | 0 |
| Feb 2019 | $185.5M | $49.9M | $135.6M | 3 | 0 |
| Feb 2019 | $185.5M | $49.9M | $135.6M | 3 | 0 |
| Feb 2018 | $177.5M | $53.4M | $124.1M | 3 | 0 |
| Jan 2017 | $113.3M | $33.3M | $80M | 3 | 135 |
DateJan 2024
Total AUM$451.6M
Discretionary$120.3M
Non-Disc.$331.3M
Employees4
Clients1
DateMar 2023
Total AUM$369.5M
Discretionary$104.9M
Non-Disc.$264.6M
Employees4
Clients0
DateJan 2022
Total AUM$419.6M
Discretionary$116.2M
Non-Disc.$303.4M
Employees4
Clients0
DateMar 2021
Total AUM$402.6M
Discretionary$120.4M
Non-Disc.$282.2M
Employees5
Clients0
DateOct 2020
Total AUM$289.6M
Discretionary$80.5M
Non-Disc.$209.2M
Employees3
Clients0
DateApr 2020
Total AUM$289.6M
Discretionary$80.5M
Non-Disc.$209.2M
Employees3
Clients0
DateApr 2020
Total AUM$289.6M
Discretionary$80.5M
Non-Disc.$209.2M
Employees3
Clients0
DateMar 2020
Total AUM$289.6M
Discretionary$80.5M
Non-Disc.$209.2M
Employees3
Clients0
DateFeb 2019
Total AUM$185.5M
Discretionary$49.9M
Non-Disc.$135.6M
Employees3
Clients0
DateFeb 2019
Total AUM$185.5M
Discretionary$49.9M
Non-Disc.$135.6M
Employees3
Clients0
DateFeb 2018
Total AUM$177.5M
Discretionary$53.4M
Non-Disc.$124.1M
Employees3
Clients0
DateJan 2017
Total AUM$113.3M
Discretionary$33.3M
Non-Disc.$80M
Employees3
Clients135