Fiat Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayzata, MN. Its latest Form ADV filing, dated March 18, 2026, reports $517M in regulatory assets under management, 18 employees, 4 offices, and 2,257 accounts.
Assets Under Management
$517M
Employees
18
Offices
4 offices
Total Clients
647
Primary office
WAYZATA, MN
1905 WAYZATA BLVD, SUITE 320, WAYZATA, MN, United States
Top client segmentIndividuals represent 80.1% of total clients.
Top client categories% of clientsClients
1
Individuals
80.1%
518
2
HNWI
19.9%
129
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$517Mas of March 18, 2026
Discretionary100.0%
$517M
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$517M
Total Accounts2,257
10Y AUM Change+$517M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee36:1
10Y Employee Change+6 (+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.