Fiduciary Wealth Group, LLC
Fiduciary Wealth Group, LLC is an SEC-registered mass-market adviser in Centerville, OH with $178.0M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Fiduciary Wealth Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299711, SEC 801-130550, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $178.0M (2026-03-03)
- Firm type
- Mass-Market Adviser
- Location
- Centerville, OH
- Employees
- 3
- Clients
- 222
- CRD
- 299711
- Ownership
- GANTT, RANDOLPH, ERIK; GIRVIN, JOHN, CHARLES
How much AUM does Fiduciary Wealth Group, LLC have?
Fiduciary Wealth Group, LLC reported $178.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Fiduciary Wealth Group, LLC?
Disclosed owners and executives of Fiduciary Wealth Group, LLC include GANTT, RANDOLPH, ERIK, GIRVIN, JOHN, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.