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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- QuantumGlacier +more
- Established Date
- 02-18-2022
- Office Locations
- 5
Office Locations
About Fiat Wealth Management
Fiat Wealth Management is a fiduciary RIA focused on families nearing or in retirement, helping them build and execute retirement income and distribution plans. The firm pairs investment management with proactive tax planning (including annual tax reporting and tax filing via Fiat Tax), insurance planning through Fiat Insurance Services, and estate planning support (including document creation via partner). Its “Retirement Renovation Process” frames planning across cash flow, taxes, insurance, estate, and investments.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRADLY JOSEPH GOTTO
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5197760
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Scott Douglas Airey
Private Wealth Manager
- CRD
- #6634716
LAUREN ANN BROWN
--
- CRD
- #5536630
Legacy zenith
Atlas timber horizon
- CRD
- #50442
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $517,382,209 | $229,234 |
| Non-Discretionary | $0 | -- |
| Total | $517,382,209 | $229,234 |
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Separately Managed Accounts
Total SMA Asset: $517,382,209
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $25,861,448 | 8.1% |
| Public Funds | $60,024,102 | 18.8% |
| Corporate - Investment Grade | $67,367,477 | 21.1% |
| U.S. Government/Agency | $16,283,134 | 5.1% |
| Cash | $13,728,917 | 4.3% |
| Derivatives | $36,078,317 | 11.3% |
| Municipal Bonds | $38,632,534 | 12.1% |
| Private Funds | $61,301,211 | 19.2% |
| Total | $319,277,140 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON FOCUS | UNISON PRIME | WU44ZDPNQ | XTB | 6.86% | $70,255,482 |
| VECTOR PRIME FRONTIER | CAPITAL WAVE | 146SLS418 | RWNII | 9.21% | $27,957,013 |
| ELEMENT SUMMIT ATLAS | RIDGE LEGACY | F5ZU52SBM | JFRGY | 9.47% | $91,243,988 |
| FOCUS VITAL | GLACIER EAGLE | 6RXAYME70 | QPGHI | 3.72% | $6,967,620 |
| NORTH WAVE | WAVE BRIDGE | 6TIJCSCN9 | GUZRZ | 8.01% | $116,226,419 |
| SUMMIT HORIZON HARBOR | BEACON MERIDIAN | MTNANMUWZ | NTD | 5.41% | $73,525,844 |
| ALPHA CAPITAL | QUANTUM VALUE | NIOWVEU1T | KLS | 6.19% | $54,919,842 |
| MOMENTUM PATHWAY RIDGE | LEGACY OAK | Y44ZP3L4V | JKO | 7.95% | $67,305,546 |