$35.4M Total AUM
$35.4M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Optima momentum
- Established Date
- 09-20-2023
- Office Locations
- 1
Office Locations
N27 W23953 Paul Rd. Suite 105 Pewaukee WI
About Fiduciaone
FiduciaOne, LLC is a Wisconsin- and California-registered RIA led by CFP®/EA Jennifer Hipkiss, providing integrated financial planning, investment management, and year-round tax strategy for small business owners, professionals, couples, and families. Portfolios emphasize diversification and tax-efficient implementation (including ESG/values-based options) and are typically custodied at Charles Schwab.
Team overview
49 AVG AGE
$35.4M AVG AUM / ADVISOR
$680.6K AVG AUM / CLIENT
2.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
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Asset Classes
Ember element
Client Personas
Vector glacier Meridian
Custodian
Momentum atlas Matrix Legacy foundation Pioneer pathway Zenith catalyst
Investment Themes
Element capital Summit matrix Ember
Investment Vehicles
Signal ember
Services
North Insight Harbor Focus Fusion Oak Element matrix Eagle Meridian north Summit bridge North Vertex harbor Peak
Technology
Quantum
Owner & Executives
Jennifer Michelle Hipkiss
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4067352
- Ownership
- 75% or more
(743) 536-2962
meridian.legacy@oakcapital.com
in linkedin.com/in/prime-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,390,155 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,390,155 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,390,155
Equity - Exchange:
10.7% Equity - OTC:
29.9% Public Funds:
26.1% U.S. Government/Agency:
8.8% Cash:
24.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $197,800,790 | 10.7% |
| Equity - OTC | $552,733,047 | 29.9% |
| Public Funds | $482,486,038 | 26.1% |
| U.S. Government/Agency | $162,677,285 | 8.8% |
| Cash | $452,908,350 | 24.5% |
| Total | $1,848,605,510 | 100.0% |