CRD: 309571
Fiducia Wealth Management
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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Timber elementFrontier summit
- Established Date
- 07-27-2020
- Office Locations
- 1
Office Locations
About Fiducia Wealth Management
Fiducia Wealth Management is a fee-only RIA in Pasadena, CA serving affluent/high-net-worth individuals, families, and select institutions with holistic wealth management and financial planning focused on preserving, growing, and transferring generational wealth. Portfolios are primarily ETF-based and may incorporate covered call strategies and IRA rollovers. The firm coordinates with CPAs and estate attorneys and offers a Planswell quick-plan intake.
Team overview
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Investment Themes
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Technology
Owner & Executives
JUAN CARLOS SALAZAR
Chief Compliance Officer, Financial Advisor, Owner, President
- CRD
- #4859034
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,126,550 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,126,550 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,126,550
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $301,083,672 | 5.4% |
| Public Funds | $1,315,847,160 | 23.6% |
| Cash | $1,483,115,867 | 26.6% |
| Derivatives | $981,309,746 | 17.6% |
| Private Funds | $1,494,267,114 | 26.8% |
| Total | $5,575,623,559 | 100.0% |