PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Fiduciary Wealth Advisors, LLC

CRD 170709SEC# 801-113149Sarasota, FL
Export (members)
No longer SEC-registered. Fiduciary Wealth Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$114.1M
Employees
1
Accounts
103
Location
Sarasota, FL

Fiduciary Wealth Advisors, LLC assets under management

Fiduciary Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Sarasota, FL. It reports $114.1 million in regulatory assets under management and employs 1 people.

Fiduciary Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Scott Collins ControlPrincipal And Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Fiduciary Wealth Advisors, LLC manage?

Fiduciary Wealth Advisors, LLC reports $114.1 million in regulatory assets under management on its Form ADV.

How many employees does Fiduciary Wealth Advisors, LLC have?

Fiduciary Wealth Advisors, LLC reports 1 employees.

Where is Fiduciary Wealth Advisors, LLC located?

Fiduciary Wealth Advisors, LLC is based in Sarasota, FL.

Does Fiduciary Wealth Advisors, LLC disclose fund performance?

Fiduciary Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8586 Potter Park Drive, Suite 114, Sarasota, FL 34238
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$114.1MNo change
Feb '25 — $114.1MMar '25 — $114.1MApr '25 — $114.1MMay '25 — $114.1MJun '25 — $114.1MJul '25 — $114.1MAug '25 — $114.1MSep '25 — $114.1MOct '25 — $114.1MNov '25 — $114.1MDec '25 — $114.1MJan '26 — $114.1MFeb '26 — $114.1MMar '26 — $114.1MApr '26 — $114.1MMay '26 — $114.1MJun '26 — $114.1M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$114.1Mregulatory AUM
Discretionary $114.1M