Fiduciary Wealth Management, LLC

Fiduciary Wealth Management, LLC (CRD# 157290) is a financial advisory firm headquartered in Reston, VA. They manage $369,463,850 in 398 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
The Atrium, Suite 12, 11250 Roger Bacon Drive, Reston, VA 20190
https://www.linkedin.com/in/eozben-fidwealthman/
By the Numbers
  • Total Assets Under Management
    369
    MILLION
  • Total Number of Accounts
    398
    ACCOUNTS
  • Average Account Value
    $928,301
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
  • Selection of other advisers (including private fund managers)
  • 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.

CA, DC, FL, MD, NC, NY, VA

Financial Advisors at Fiduciary Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Christopher Broderick, financial advisor Reston VA
Christopher J. Broderick
CRD#: 2592177
The Atrium, Suite 12, 11250 Roger Bacon Drive, Reston, VA 20190

Christopher Broderick (CRD# 2592177) is an Investment Advisor Representative working at Fiduciary Wealth Management, LLC in Reston, VA and has over 27 years of experience in the finance industry.

2
Theresa Diblasi, financial advisor Reston VA
Theresa M. Diblasi
CRD#: 5778389
The Atrium, Suite 12, 11250 Roger Bacon Drive, Reston, VA 20190

Theresa Diblasi (CRD# 5778389) is an Investment Advisor Representative working at Fiduciary Wealth Management, LLC in Reston, VA and has over 11 years of experience in the finance industry.

3
Shaunt Ozben, financial advisor Reston VA
Shaunt E. Ozben
CRD#: 2965971
The Atrium, Suite 12, 11250 Roger Bacon Drive, Reston, VA 20190

Shaunt Ozben (CRD# 2965971) is an Investment Advisor Representative working at Fiduciary Wealth Management, LLC in Reston, VA and has over 23 years of experience in the finance industry.

4
Patrick Roth, financial advisor Reston VA
Patrick D. Roth
CRD#: 2642697
The Atrium, Suite 12, 11250 Roger Bacon Drive, Reston, VA 20190

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.

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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