FIAT WEALTH MANAGEMENT

1905 Wayzata Blvd
Suite 320
Wayzata, Minnesota 55391
Tel: 952-426-9116

About FIAT WEALTH MANAGEMENT

FIAT WEALTH MANAGEMENT, formally registered with the SEC as FIAT WEALTH MANAGEMENT. The firm was established in 02/18/2022. They have over 4 offices throughout the country.

FIAT WEALTH MANAGEMENT is a Wayzata, Minnesota based Financial Planning firm with nearly $370,627,618 assets under management, offering retirement planning & investment advisory services to 2014 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318201
SEC#	801-123255
Assets Managed by Firm	$370,627,618
No. of Clients	2014
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2014	$370,627,618
Individuals (other than high net worth individuals)	841	$163,328,130
High net worth individuals	89	$207,299,488

More Retirement Planning firms in Wayzata, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102

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