Fiduciary Wealth Management, LLC

Fiduciary Wealth Management, LLC (CRD# 157290) is a financial advisory firm headquartered in Alexandria, VA. They manage $41,117,767 in 83 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $495,395
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.

NC, NY, VA

Financial Advisors at Fiduciary Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Patrick D. Roth
CRD#: 2642697
4604-h Pinecrest Office Park Drive, Alexandria, VA 22312
93
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.

2
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 27 years of experience in the finance industry.

3
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 21 years of experience in the finance industry.

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