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FIDUCIARY EXPERTS LLC

· CRD 146721 · IAPD ↗ · 401kfe.com · 951-412-6283

$985.8MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
June 2026 — FIDUCIARY EXPERTS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
March 2025 — FIDUCIARY EXPERTS LLC reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2024 — FIDUCIARY EXPERTS LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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