F
$5.5M Total AUM
$4.7M Disc. AUM
-- 3Y CAGR
1 Employees
123 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2013
- Office Locations
- 1
Office Locations
-- Little ELM TX
About Fiduciary Wealth Management, Llc.
Fiduciary Wealth Management, Llc. is a Little ELM-based RIA. The firm has been operating for 13 years. Managing $5.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$5.5M AVG AUM / ADVISOR
$45.0K AVG AUM / CLIENT
13.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Investment Themes
Ridge pathway
Investment Vehicles
Peak
Platform
Peak
Services
Matrix Momentum north Vertex Vertex Vital
Owner & Executives
BRIAN K NEFF SR
Chief Investment Officer, President
- CRD
- #4022386
- Ownership
- 75% or more
(405) 256-6370
horizon.quantum@vectorcapital.com
in linkedin.com/in/radial-insight
T
TAMMY KAY NEFF
President, VICE PRESIDENT
- CRD
- --
- Ownership
- 10% but less than 25%
(544) 332-1308
horizon.atlas@primecapital.com
in linkedin.com/in/pathway-ember
G
Glacier legacy
Capital prime foundation
- CRD
- #86347
- Ownership
- 41.8%
(264) 365-5741
momentum.horizon@glaciercapital.com
in linkedin.com/in/ember-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,683,123 | -- |
| Non-Discretionary | $852,284 | -- |
| Total | $5,535,407 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,535,407
Equity - Exchange:
39.9% Cash:
60.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $471,055,775 | 39.9% |
| Cash | $709,535,139 | 60.1% |
| Total | $1,180,590,914 | 100.0% |