FIDUCIARY WEALTH ADVISORS, LLC
CRD #170709 SEC #801-113149 SARASOTA, FL (941)-914-0087
SEC Registered
Total AUM
$114.1M
Discretionary
$114.1M
Employees
1
Clients
0
Accounts
103
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $114.1M | $114.1M | $0 | 1 | 0 |
| May 2024 | $100.6M | $100.6M | $0 | 1 | 0 |
| May 2024 | $100.6M | $100.6M | $0 | 1 | 0 |
| Feb 2024 | $100.6M | $100.6M | $0 | 1 | 0 |
| Mar 2023 | $91.8M | $91.8M | $0 | 1 | 0 |
| Feb 2023 | $91M | $91M | $0 | 1 | 0 |
| Oct 2022 | $72.2M | $72.2M | $0 | 1 | 0 |
| Sep 2022 | $72.2M | $72.2M | $0 | 1 | 0 |
| Aug 2022 | $72.2M | $72.2M | $0 | 1 | 0 |
| Jun 2022 | $72.2M | $72.2M | $0 | 1 | 0 |
| Mar 2022 | $72.2M | $72.2M | $0 | 1 | 0 |
| Feb 2021 | $238.5M | $157M | $81.5M | 1 | 0 |
| Sep 2020 | $157.8M | $157.8M | $0 | 2 | 0 |
| May 2020 | $157.8M | $157.8M | $0 | 2 | 0 |
| Mar 2020 | $157.8M | $157.8M | $0 | 2 | 0 |
| Feb 2019 | $108.2M | $108.2M | $0 | 2 | 0 |
| Jun 2018 | $123.1M | $123.1M | $0 | 2 | 0 |
| May 2018 | $123.1M | $123.1M | $0 | 2 | 0 |
| Apr 2018 | $123.1M | $123.1M | $0 | 2 | 0 |
DateFeb 2025
Total AUM$114.1M
Discretionary$114.1M
Non-Disc.$0
Employees1
Clients0
DateMay 2024
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees1
Clients0
DateMay 2024
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$91.8M
Discretionary$91.8M
Non-Disc.$0
Employees1
Clients0
DateFeb 2023
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees1
Clients0
DateOct 2022
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees1
Clients0
DateSep 2022
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees1
Clients0
DateAug 2022
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$72.2M
Discretionary$72.2M
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$238.5M
Discretionary$157M
Non-Disc.$81.5M
Employees1
Clients0
DateSep 2020
Total AUM$157.8M
Discretionary$157.8M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$157.8M
Discretionary$157.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$157.8M
Discretionary$157.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$108.2M
Discretionary$108.2M
Non-Disc.$0
Employees2
Clients0
DateJun 2018
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees2
Clients0
DateApr 2018
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees2
Clients0