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- Custodian
- Charles Schwab & Company · Merrill Lynch · Security Benefit
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-04-2019
- Office Locations
- 1
Office Locations
About Fidelium Investment Advisers, LLC
Founder-led by Ryan Lyndon Watson, Fidelium Investment Advisers is a Bedford, TX RIA delivering discretionary portfolio management plus financial/wealth planning for individuals and business owners, including retirement, estate and insurance planning. Investment implementation uses ETFs and mutual funds with an asset-allocation approach that can incorporate emerging markets, real estate and cryptocurrency. Custody relationships include Schwab and Merrill Lynch.
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Owner & Executives
Ryan Lyndon Watson
Chief Executive, COMPLIANCE OFFICER, Financial Advisor
- CRD
- #7079302
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,635,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,635,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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