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- Custodian
- Axos
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-26-2012
- Office Locations
- 1
Office Locations
About Fiduciary Wealth
Fiduciary Wealth is an independent, fee-only registered investment adviser based in Bloomington, Minnesota, serving investors across the Twin Cities. The firm provides performance-driven, conflict-free advice under a strict fiduciary standard—no commissions or sales quotas. Portfolios emphasize transparent, intentional investing directly in individual companies, avoiding layered funds and packaged products that can add fees and dilute results.
Team overview
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Custodian
Platform
Services
Owner & Executives
CURTIS RAY PURINGTON
Chief Compliance Officer, Managing Member, Owner
- CRD
- #1063438
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,059,282 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,059,282 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,059,282
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,737,075,526 | 100.0% |
| Total | $4,737,075,526 | 100.0% |