FIDUCIARY WEALTH GROUP, LLC
CRD #299711 SEC #801-130550 CENTERVILLE, OH 855-560-7171
SEC Registered
Total AUM
$140M
Discretionary
$140M
Employees
3
Clients
101
Accounts
379
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $140M | $140M | $0 | 3 | 27 |
| May 2024 | $110.7M | $110.7M | $0 | 2 | 18 |
DateFeb 2025
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees3
Clients27
DateMay 2024
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees2
Clients18