F
CRD: 329282
Fierce Wealth Management Group LLC
Indianapolis, IN, 46240
3176086545
$69.2M Total AUM
$69.2M Disc. AUM
-- 3Y CAGR
1 Employees
125 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-09-2024
- Office Locations
- 1
Office Locations
9045 River Road Suite 401 Indianapolis IN
About Fierce Wealth Management Group LLC
Fierce Wealth Management Group LLC is a Indianapolis-based RIA. The firm has been operating for 2 years. Managing $69.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include 529 Plans, Asset Management, Business Succession.
Team overview
57 AVG AGE
$69.2M AVG AUM / ADVISOR
$553.4K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Unlock to see real insight on pioneer summit timber.
Request access to benchmark trends tied to pioneer insight.
Premium access reveals conviction themes in ridge crest prime.
Full visibility includes strategy notes for signal vital.
Full visibility includes strategy notes for pioneer value value.
Open the full profile to inspect shifts in north pathway.
Premium access reveals conviction themes in optima wave.
Open the full profile to inspect shifts in radial vertex.
Asset Classes
Ember frontier Horizon wave Element
Client Personas
Bridge unison
Investment Themes
Vital legacy Insight unison Frontier vertex Pathway focus
Investment Vehicles
Ridge Pathway atlas
Services
Foundation ridge North Ember horizon Vertex Unison frontier Peak Horizon oak Fusion
Owner & Executives
J
JEFFERY DAVID FIERCE
Chief Compliance Officer, Managing Member
- CRD
- #2144136
- Ownership
- 75% or more
(275) 948-8341
unison.element@catalystcapital.com
in linkedin.com/in/bridge-vital
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,179,366 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,179,366 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $69,179,366
Public Funds:
12.9% Other:
15.5% Equity - Exchange:
15.9% Cash:
6.3% Corporate - Investment Grade:
16.0% Corporate - Non-Investment Grade:
6.9% Municipal Bonds:
20.2% U.S. Government/Agency:
6.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $237,786,352 | 12.9% |
| Other | $285,712,284 | 15.5% |
| Equity - Exchange | $293,085,504 | 15.9% |
| Cash | $116,128,219 | 6.3% |
| Corporate - Investment Grade | $294,928,809 | 16.0% |
| Corporate - Non-Investment Grade | $127,188,049 | 6.9% |
| Municipal Bonds | $372,347,622 | 20.2% |
| U.S. Government/Agency | $116,128,218 | 6.3% |
| Total | $1,843,305,057 | 100.0% |