Fiat Wealth Management
Fiat Wealth Management is an SEC-registered mass-market adviser in Wayzata, MN with $517.4M assets under management (AUM, regulatory AUM), +40% over one year. See who owns Fiat Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318201, SEC 801-123255, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $517.4M (2026-06-22)
- Firm type
- Mass-Market Adviser
- Location
- Wayzata, MN
- Employees
- 18
- Clients
- 647
- CRD
- 318201
- Ownership
- STAHL, MATTHEW, ROY; GOTTO, BRADLY, JOSEPH; SWEDBERG, DEREK, JOEL; GOTTO FAMILY, LLC; MDWP HOLDINGS CO, LLC
How much AUM does Fiat Wealth Management have?
Fiat Wealth Management reported $517.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Fiat Wealth Management?
Disclosed owners and executives of Fiat Wealth Management include STAHL, MATTHEW, ROY, GOTTO, BRADLY, JOSEPH, SWEDBERG, DEREK, JOEL, GOTTO FAMILY, LLC, MDWP HOLDINGS CO, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.