Fiduciary Experts LLC
● SEC registered since 2016CRD 146721SEC# 801-107816
Reg. AUM
$985.8M
Employees
3
Accounts
89
Location
—
About Fiduciary Experts
Fiduciary Experts provides retirement plan advisory and consulting for institutions and government agencies, plus wealth management and personal planning. It stresses independent fiduciary oversight, vendor transparency, investment monitoring, and bilingual education support.
Summary based on the firm’s website.
Fiduciary Experts LLC assets under management
Fiduciary Experts LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2016. It reports $985.8 million in regulatory assets under management and employs 3 people.
Fiduciary Experts LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Maribel Larios Thomas Control | Cco | Over 75% | 2008 |
| Maribel Larios Thomas Control | Ceo | Over 75% | 2008 |
Frequently asked questions
How much does Fiduciary Experts LLC manage?
Fiduciary Experts LLC reports $985.8 million in regulatory assets under management on its Form ADV.
How many employees does Fiduciary Experts LLC have?
Fiduciary Experts LLC reports 3 employees.
Does Fiduciary Experts LLC disclose fund performance?
Fiduciary Experts LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 951-412-6283 |
| Fax | 888-688-4015 |
| Office hours | 7a.m. - 6p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$985.8M▲ 32%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$985.8Mregulatory AUM
Discretionary $595.8MNon-discretionary $389.9M