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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-10-2016
- Office Locations
- 1
Office Locations
About Fiduciary Wealth Management, LLC
Fiduciary Wealth Management (FWM) is an independent, fee-only RIA in Little Rock serving high-net-worth individuals and families (typically $1M+ investable assets). CFP-led, the firm provides comprehensive financial planning and discretionary investment management, including retirement planning, tax-efficient strategies, and estate/legacy coordination. Custody is with Charles Schwab.
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Owner & Executives
ROCKLIN DANAI SENAVININ
Chief Compliance Officer, President
- CRD
- #3264004
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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EDWARD PRICE MAHAFFY III
Chief Compliance Officer, President, Senior Portfolio Manager
- CRD
- #1259126
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,526,166 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,526,166 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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