Fcig Wealth Management, Llc
- Regulatory AUM
- $282M
- Discretionary
- $282M
- Clients
- 447
- Avg AUM / client
- $632K
- Accounts
- 1,058
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jun 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 378 | $90.1M | 31.9% |
| High net worth individuals | 69 | $159M | 56.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $30.9M | 10.9% |
| Other | Fewer than 5 clients | $2.7M | 0.97% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Martin Gilmore | Member, Cco | CFP | Feb 2024 (3y) | 75% or more |
| Ryan P Bouchard | Registered representative | Jun 2024 (2y) | ||
| Daniel Francis Massucci | Registered representative | CFP | Jan 2026 (1y) | |
| Daniel Charles Massucci | Registered representative | Jan 2026 (1y) | ||
| Daniel Peter Di Clementi | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 994 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Assetmark Brokerage, Llc $262M (93% of AUM) Jun 2026
- Sei Investments Distribution Co. $11.2M (8% 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: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗