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Fiat Wealth Management LLC

● SEC registered since 2022CRD 318201SEC# 801-123255Wayzata, MN
Export (members)
Reg. AUM
$370.6M
Employees
18
Accounts
2,014
Location
Wayzata, MN

Fiat Wealth Management LLC assets under management

Fiat Wealth Management LLC is an investment advisory firm registered with the SEC based in Wayzata, MN. The firm has been registered since 2022. It reports $370.6 million in regulatory assets under management and employs 18 people.
www.facebook.com/fiatwmView on SEC.gov ↗

Fiat Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Bradly Joseph Gotto ControlPresident, Ceo, Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Fiat Wealth Management LLC manage?

Fiat Wealth Management LLC reports $370.6 million in regulatory assets under management on its Form ADV.

How many employees does Fiat Wealth Management LLC have?

Fiat Wealth Management LLC reports 18 employees.

Where is Fiat Wealth Management LLC located?

Fiat Wealth Management LLC is based in Wayzata, MN and has been SEC-registered since 2022.

Does Fiat Wealth Management LLC disclose fund performance?

Fiat Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1905 Wayzata Blvd, Suite 320, Wayzata, MN 55391
Phone952-426-9116
Office hours9:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1761755
Discloses disciplinary historyNo

Assets under management

Discretionary$370.6M
Non-discretionary$0
Total (RAUM)$370.6M