Fiduciary Wealth Management, Llc
- Regulatory AUM
- $58.5M
- Discretionary
- $58.5M
- Clients
- 76
- Avg AUM / client
- $770K
- Accounts
- 76
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 35 | $6.7M | 11.4% |
| High net worth individuals | 41 | $51.9M | 88.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Applied Computing Technologies, Inc. 401(k) Profit Sharing Plan & Trust Applied Computing Technologies, Inc. | 2024 | |
| T Rex Solutions, Llc 401 (K) & Profit Sharing Plan T Rex Solutions, Llc | 2024 | |
| Cosmos Club 401(k) Retirement Plan Cosmos Club | 2024 | |
| Adwerx,Inc. Retirement Plan Adwerx, Inc. | 2024 | |
| The Bowen Group 401(k) Plan The Bowen Group | 2024 | |
| Factory Mutual Insurance Company Pension Plan Factory Mutual Insurance Company | 2024 | |
| Petroleum Marketing Group 401(k) Profit Sharing Plan And Trust Petroleum Marketing Group, Inc. | 2024 | |
| Nuix North America Inc. 401(k) Plan Nuix North America Inc. | 2024 | |
| Cofense Inc. 401(k) Plan Cofense Inc. | 2024 | |
| Teleworld Solutions, Inc 401(k) Plan Teleworld Solutions, Inc. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rocklin Danai Senavinin | Registered representative | CFP | Aug 2016 (10y) | |
| Edward Price Mahaffy | Registered representative | CFP Chartered Financial Consultant | Apr 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (10)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Applied Computing Technologies, Inc. 401(k) Profit Sharing Plan & Trust | Applied Computing Technologies, Inc. | 62 | $21.6M | 01/01/2024 |
| T Rex Solutions, Llc 401 (K) & Profit Sharing Plan | T Rex Solutions, Llc | 254 | $29.5M | 01/01/2024 |
| Cosmos Club 401(k) Retirement Plan | Cosmos Club | 152 | $15.4M | 01/01/2024 |
| Adwerx,Inc. Retirement Plan | Adwerx, Inc. | 46 | $5.7M | 01/01/2024 |
| The Bowen Group 401(k) Plan | The Bowen Group | 321 | $4.3M | 01/01/2024 |
| Factory Mutual Insurance Company Pension Plan | Factory Mutual Insurance Company | 3,786 | $3.0B | 01/01/2024 |
| Petroleum Marketing Group 401(k) Profit Sharing Plan And Trust | Petroleum Marketing Group, Inc. | 195 | $4.7M | 01/01/2024 |
| Nuix North America Inc. 401(k) Plan | Nuix North America Inc. | 181 | $31.1M | 01/01/2024 |
| Cofense Inc. 401(k) Plan | Cofense Inc. | 177 | $27.6M | 01/01/2024 |
| Teleworld Solutions, Inc 401(k) Plan | Teleworld Solutions, Inc. | 364 | $5.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $58.5M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗