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FIDUCIARY WEALTH ADVISORS, LLC

SARASOTA, FL · CRD 170709 · IAPD ↗ · fiduciarywealthadvisors.com · (941)-914-0087

$114.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2025 — FIDUCIARY WEALTH ADVISORS, LLC (SARASOTA, FL) left the SEC roster (was $114.1M RAUM, 1 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.