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- Custodian
- Charles Schwab & Company · Merrill Lynch · Security Benefit
- Clients
- Retail
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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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
SMA allocation detail is available
Fidelium Investment Advisers, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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