CRD: 322251
Fiduciary Architects LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-13-2022
- Office Locations
- 2
Office Locations
About Fiduciary Architects LLC
Fiduciary Architects LLC is a Newport Beach, CA RIA providing financial planning and portfolio construction for business owners and entrepreneurs, including tax, estate, charitable-giving and succession planning. Investment management is implemented primarily through ETF-based SMA portfolios with asset-allocation oversight, custodied at Charles Schwab.
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 2 advisory representatives and 48 clients, or 24 clients per representative. That equates to $271.1K in reported AUM per client.
The profile lists 2 reported office locations and 3 years in operation. The source data was last updated on April 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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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
MARK THOMAS ZIELINSKI
Chief Compliance Officer, Owner, Partner
- CRD
- #1001981
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jeffrey Dwight Brandeen
--
- CRD
- #2894744
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,010,780 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,010,780 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Fiduciary Architects LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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