Fiduciary Wealth

Overview

Fiduciary Wealth is a Minnesota-based limited liability company operating as an independent registered investment adviser at the state level. The firm is owned by an individual and concentrates on fee-based portfolio management for individual and family clients, including small-business owners. It manages client relationships on a discretionary basis and does not present itself as an institutional capital allocator. Fiduciary Wealth reports it does not pursue ESG investing and maintains a single-state footprint rather than a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices