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).
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Total Assets Under Management178MILLION
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Total Number of Accounts199ACCOUNTS
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Average Account Value$892,034
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

VA
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.
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.
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.
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.