Fiduciary Wealth Management, LLC

Fiduciary Wealth Management, LLC (CRD# 157290) is a financial advisory firm headquartered in Alexandria, VA. They manage $177,514,715 in 199 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $892,034
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Fiduciary Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Patrick D. Roth
CRD#: 2642697
4604-h Pinecrest Office Park Drive, Alexandria, VA 22312
98
Wealthminder
score

Patrick Roth (CRD# 2642697) is an Investment Advisor Representative working at Fiduciary Wealth Management, LLC in Alexandria, VA and has over 20 years of experience in the finance industry. Financial speciality: Corporate Retirement Plans, 401k. Pittsburgh Pirates fan, for better or worse.

2
Theresa M. Diblasi
CRD#: 5778389
4604-h Pinecrest Office Park Drive, Alexandria, VA 22312
93
Wealthminder
score

Theresa Diblasi (CRD# 5778389) is an Investment Advisor Representative working at Fiduciary Wealth Management, LLC in Alexandria, VA and has over 6 years of experience in the finance industry.

3
Mark P. Heaslip
CRD#: 1901531
4604-h Pinecrest Office Park Drive, Alexandria, VA 22312
73
Wealthminder
score

Mark Heaslip (CRD# 1901531) is an Investment Advisor Representative working at Fiduciary Wealth Management, LLC in Alexandria, VA and has over 29 years of experience in the finance industry.

4
Christopher J. Broderick
CRD#: 2592177
4604-h Pinecrest Office Park Drive, Alexandria, VA 22312
63
Wealthminder
score

Christopher Broderick (CRD# 2592177) is an Investment Advisor Representative working at Fiduciary Wealth Management, LLC in Alexandria, VA and has over 22 years of experience in the finance industry.

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