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FIAT WEALTH MANAGEMENT

WAYZATA, MN · CRD 318201 · IAPD ↗ · 952-426-9116

$517.4MRegulatory AUM
13Advisory reps
18Employees
15Clients
11-25Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — FIAT WEALTH MANAGEMENT added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — FIAT WEALTH MANAGEMENT crossed $500M in regulatory AUM ($370.6M -> $517.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
April 2026 — FIAT WEALTH MANAGEMENT grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
February 2026 — FIAT WEALTH MANAGEMENT notice-filed in AZ, CO, FL, MO, ND, NE, NY, SD, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — FIAT WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
March 2025 — FIAT WEALTH MANAGEMENT reported RAUM up 46% ($254.6M -> $370.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2024 — FIAT WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2024 — FIAT WEALTH MANAGEMENT reported RAUM up 91% ($133.4M -> $254.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2024 — FIAT WEALTH MANAGEMENT notice-filed in IN.
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.