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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 3, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GANTT, RANDOLPH, ERIK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GANTT, RANDOLPH, ERIK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| GIRVIN, JOHN, CHARLES | I | MEMBER | C | Control |
| GIRVIN, JOHN, CHARLES | I | MEMBER | C | Control |
Registrations
Federal
IA
Feb 3, 2025 REGISTERED
Notice Filings (1)
OH
Address
6784 LOOP ROAD SUITE# 208CENTERVILLE, OH 45459
United States
Phone: 855-560-7171