CRD: 338281
Fiducia Wealth Management
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-08-2025
- Office Locations
- 1
Office Locations
About Fiducia Wealth Management
Fiducia Wealth Management is an Ohio-based, fee-only advisory firm providing comprehensive financial planning, including retirement, tax, and estate planning, with investment and retirement income strategy guidance. Led by founder Tyler Keenan, the firm emphasizes full-scope advice delivered in-house and clear alignment—no commissions, hidden incentives, or corporate agendas—supported by an online client portal.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 45 clients, or 45 clients per representative. That equates to $800.0K in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Tyler COLE Keenan
Chief Compliance Officer, Managing Member
- CRD
- #6902883
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Fiducia Wealth Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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