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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 31, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRODERICK, CHRISTOPHER, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRODERICK, CHRISTOPHER, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRODERICK, CHRISTOPHER, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRODERICK, CHRISTOPHER, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRODERICK, CHRISTOPHER, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRODERICK, CHRISTOPHER, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRODERICK, CHRISTOPHER, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRODERICK, CHRISTOPHER, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRODERICK, CHRISTOPHER, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRODERICK, CHRISTOPHER, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRODERICK, CHRISTOPHER, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRODERICK, CHRISTOPHER, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ROTH, PATRICK, DANIEL | I | PARTNER | D | Control |
| ROTH, PATRICK, DANIEL | I | PARTNER | D | Control |
| ROTH, PATRICK, DANIEL | I | PARTNER | D | Control |
| ROTH, PATRICK, DANIEL | I | PARTNER | D | Control |
| ROTH, PATRICK, DANIEL | I | PARTNER | D | Control |
| ROTH, PATRICK, DANIEL | I | PARTNER | D | Control |
| ROTH, PATRICK, DANIEL | I | PARTNER | D | Control |
| ROTH, PATRICK, DANIEL | I | PARTNER | D | Control |
| ROTH, PATRICK, DANIEL | I | PARTNER | D | Control |
| ROTH, PATRICK, DANIEL | I | PARTNER | D | Control |
| ROTH, PATRICK, DANIEL | I | PARTNER | D | Control |
| ROTH, PATRICK, DANIEL | I | PARTNER | D | Control |
Registrations
Federal
IA
Jan 31, 2024 REGISTERED
Notice Filings (7)
CA DC FL MD NC NY VA
Address
THE ATRIUM, SUITE 1211250 ROGER BACON DRIVE
RESTON, VA 20190
United States
Phone: 703-242-1231