← Tributary

FIDUCIARY WEALTH MANAGEMENT, LLC

RESTON, VA · CRD 157290 · IAPD ↗ · 703-242-1231

$451.6MRegulatory AUM
4Advisory reps
4Employees
1Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
October 2024 — FIDUCIARY WEALTH MANAGEMENT, LLC (RESTON, VA) left the SEC roster (was $451.6M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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