FIAT WEALTH MANAGEMENT

RIASEC RegisteredEst. 2022

Total AUM

$517M

Discretionary

$517M

100% of AUM

Avg account

$229K

Accounts

2,257

Employees

Advisory reps

Firm details

Headquarters: WAYZATA, Minnesota
CRD number: 318201
Registered since: February 18, 2022
Website: www.fiatwm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI62.4%
Individuals37.6%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Fiat Wealth Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm acts as a capital allocator for individual and family clients, providing financial planning and discretionary portfolio management across both personal and smaller institutional relationships. Its service menu includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of outside advisers. Compensation arrangements include asset-based fees, hourly billing, and fixed fees. The firm signals a preference for equity exposures—particularly exchange-traded equities—and does not identify as an active ESG investor. It maintains industry linkages with accounting and insurance firms, and lists Charles Schwab as its primary custodian.