Fiduciary Wealth Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Centerville, OH. Its latest Form ADV filing, dated March 3, 2026, reports $178M in regulatory assets under management, 3 employees, 1 office, and 452 accounts.
Assets Under Management
$178M
Employees
3
Offices
1 office
Total Clients
222
Primary office
CENTERVILLE, OH
6784 LOOP ROAD SUITE# 208, CENTERVILLE, OH, United States
Top client segmentHNWI represent 60.4% of total clients.
Top client categories% of clientsClients
1
HNWI
60.4%
134
2
Individuals
39.2%
87
3
Pension Plans
0.5%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$178Mas of March 3, 2026
Discretionary100.0%
$178M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$178M
Total Accounts452
10Y AUM Change+$67M (+60.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee74:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.