CRD: 338281
Fiducia Wealth Management
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Tyler COLE Keenan
Chief Compliance Officer, Managing Member
- CRD
- #6902883
- Ownership
- 75% or more
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Unlock allAssets Under Management
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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