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).

Current Firm Details
4604-h Pinecrest Office Park Drive, Alexandria, VA 22312
http://www.fidwealthman.com
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 Roth, financial advisor Alexandria VA
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
Mark Heaslip, financial advisor Alexandria VA
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 28 years of experience in the finance industry.

3
Christopher Broderick, financial advisor Alexandria VA
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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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