Fiduciary Wealth Group, LLC
● SEC registered since 2024CRD 299711SEC# 801-130550Centerville, OH
Reg. AUM
$178M
Employees
3
Accounts
452
Location
Centerville, OH
Fiduciary Wealth Group, LLC assets under management
Fiduciary Wealth Group, LLC is a registered investment adviser overseen by the SEC based in Centerville, OH. The firm has been registered since 2024. It reports $178 million in regulatory assets under management and employs 3 people.
Fiduciary Wealth Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Randolph Erik Gantt Control | Managing Member & Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Fiduciary Wealth Group, LLC manage?
Fiduciary Wealth Group, LLC reports $178 million in regulatory assets under management on its Form ADV.
How many employees does Fiduciary Wealth Group, LLC have?
Fiduciary Wealth Group, LLC reports 3 employees.
Where is Fiduciary Wealth Group, LLC located?
Fiduciary Wealth Group, LLC is based in Centerville, OH and has been SEC-registered since 2024.
Does Fiduciary Wealth Group, LLC disclose fund performance?
Fiduciary Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6784 Loop Road Suite# 208, Centerville, OH 45459 |
| Phone | 855-560-7171 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$178M▲ 27%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$178Mregulatory AUM
Discretionary $178M