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Firm profile

Fcig Wealth Management, LLC

PLAINFIELD, CTCRD 329906Latest ADV June 23, 2026

Fcig Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plainfield, CT. Its latest Form ADV filing, dated March 31, 2026, reports $138M in regulatory assets under management, 4 employees, and 421 accounts.

Assets Under Management
$282M
Employees
4
Offices
--
Total Clients
447
Primary office
PLAINFIELD, CT
94 NORWICH ROAD, PLAINFIELD, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOSonja R. Wall

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 84.6% of total clients.
Top client categories% of clientsClients
1
Individuals
84.6%
378
2
HNWI
15.4%
69
Categories with <5 clients
FEE BASED ANNUITIES<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$282Mas of June 23, 2026
Discretionary100.0%
$282M
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$282M
Total Accounts1,058
10Y AUM Change+$282M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee112:1
10Y Employee Change+3 (+300.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.