Fiat Wealth Management

Fiat Wealth Management (CRD# 318201) is a financial advisory firm headquartered in Wayzata, MN. They manage $254,591,422 in 1,680 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
1905 Wayzata Blvd, Suite 320, Wayzata, MN 55391
https://www.linkedin.com/company/481777
By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    1,680
    ACCOUNTS
  • Average Account Value
    $151,543
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IA, IL, IN, MN, NJ, PA, WI

Financial Advisors at Fiat Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
Scott Airey, financial advisor Wayzata MN
Scott D. Airey
CRD#: 6634716
1905 Wayzata Blvd, Suite 320, Wayzata, MN 55391

Scott Airey (CRD# 6634716) is an Investment Advisor Representative working at Fiat Wealth Management in Wayzata, MN and has over 7 years of experience in the finance industry.

2
Daniel Colvin, financial advisor Wayzata MN
Daniel Colvin
CRD#: 6871092
1905 Wayzata Blvd, Suite 320, Wayzata, MN 55391

Daniel Colvin (CRD# 6871092) is an Investment Advisor Representative working at Fiat Wealth Management in Wayzata, MN and has over 6 years of experience in the finance industry.

3
Bradly Gotto, financial advisor Wayzata MN
Bradly J. Gotto
CRD#: 5197760
1905 Wayzata Blvd, Suite 320, Wayzata, MN 55391

Bradly Gotto (CRD# 5197760) is an Investment Advisor Representative working at Fiat Wealth Management in Wayzata, MN and has over 17 years of experience in the finance industry.

4
Ashley Milot, financial advisor Wayzata MN
Ashley M. Milot
CRD#: 6038350
1905 Wayzata Blvd, Suite 320, Wayzata, MN 55391

Ashley Milot (CRD# 6038350) is an Investment Advisor Representative working at Fiat Wealth Management in Wayzata, MN and has over 12 years of experience in the finance industry.

5
Mark Kline, financial advisor Wayzata MN
Mark A. Kline
CRD#: 7628919
1905 Wayzata Blvd, Suite 320, Wayzata, MN 55391

Mark Kline (CRD# 7628919) is an Investment Advisor Representative working at Fiat Wealth Management in Wayzata, MN and has 1 year of experience in the finance industry.

6
Timothy Monson, financial advisor Wayzata MN
Timothy W. Monson
CRD#: 7515136
1905 Wayzata Blvd, Suite 320, Wayzata, MN 55391

Timothy Monson (CRD# 7515136) is an Investment Advisor Representative working at Fiat Wealth Management in Wayzata, MN and has over 2 years of experience in the finance industry.

7
Daniel Petkau, financial advisor Wayzata MN
Daniel J. Petkau
CRD#: 7080176
1905 Wayzata Blvd, Suite 320, Wayzata, MN 55391

Daniel Petkau (CRD# 7080176) is an Investment Advisor Representative working at Fiat Wealth Management in Wayzata, MN and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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