Fiat Wealth Management LLC
● SEC registered since 2022CRD 318201SEC# 801-123255Wayzata, MN
Reg. AUM
$517.4M
Employees
18
Accounts
2,257
Location
Wayzata, MN
Fiat Wealth Management LLC assets under management
Fiat Wealth Management LLC is an investment advisory firm registered with the SEC based in Wayzata, MN. The firm has been registered since 2022. It reports $517.4 million in regulatory assets under management and employs 18 people.
Fiat Wealth Management LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradly Joseph Gotto Control | Chief Executive Officer, Manager, Chief Compliance Officer | Under 5% | 2019 |
| Derek Joel Swedberg Control | Manager | Under 5% | 2026 |
| Mdwp Holdings Co, LLC Control | Managing Member | Over 75% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Fiat Wealth Management LLC manage?
Fiat Wealth Management LLC reports $517.4 million in regulatory assets under management on its Form ADV.
How many employees does Fiat Wealth Management LLC have?
Fiat Wealth Management LLC reports 18 employees.
Where is Fiat Wealth Management LLC located?
Fiat Wealth Management LLC is based in Wayzata, MN and has been SEC-registered since 2022.
Does Fiat Wealth Management LLC disclose fund performance?
Fiat Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1905 Wayzata Blvd, Suite 320, Wayzata, MN 55391 |
| Phone | 952-426-9116 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1761755 |
| Discloses disciplinary history | No |
Regulatory AUM
$517.4M▲ 40%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$517.4Mregulatory AUM
Discretionary $517.4M