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FIDUCIARYVEST, LLC

ATLANTA, GA · CRD 134351 · IAPD ↗ · fiduciaryvest.com · 404-446-1270

$4.93BRegulatory AUM
9Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — FIDUCIARYVEST, LLC now reports custody of client assets ($19.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
April 2024 — FIDUCIARYVEST, LLC reported RAUM up 36% ($3.40B -> $4.64B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2024 — FIDUCIARYVEST, LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.