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FIDUCIARY WEALTH GROUP, LLC

CENTERVILLE, OH · CRD 299711 · IAPD ↗ · fiduciarywealthgroup.com · 855-560-7171

$178.0MRegulatory AUM
3Advisory reps
3Employees
55Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — FIDUCIARY WEALTH GROUP, LLC reported RAUM up 27% ($140.0M -> $178.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2025 — FIDUCIARY WEALTH GROUP, LLC reported RAUM up 26% ($110.7M -> $140.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
July 2024 — FIDUCIARY WEALTH GROUP, LLC (CENTERVILLE, OH) is newly SEC-registered with $110.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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