Fierce Wealth Management Group LLC

Overview

Fierce Wealth Management Group LLC is an independent RIA structured as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It operates as a capital allocator—deploying client assets into third-party managers and pooled vehicles—and charges clients via a mix of AUM-based fees, hourly billing, and fixed fees. The firm is not positioned as an ESG investor, does not report multistate advisory registration in the available data, and lists an insurance company among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices