LP Profile

Fiat Wealth Management

Also known as fiat wealth

Wealth ManagerWayzata, United StatesFounded 2009
$517M
Assets Under Management
Wayzata
Headquarters
Investment Focus

About Fiat Wealth Management

Fiat Wealth Management is a financial advisory firm based in Wayzata, Minnesota, founded in 2009. It provides financial planning for people nearing or in retirement, focusing on helping families spend their money in retirement with confidence. The firm says the industry has taught people to save for retirement but has fallen short in planning the drawdown phase, and it builds plans aligned with clients' needs and wants in retirement. Its website offers a client portal and an education resource. It reports about $517 million in assets under management.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Fiat Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$517.4M
Total Clients
2,257
Filing Date
March 18, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Fiat Wealth Management?

Fiat Wealth Management is a wealth manager based in Wayzata, United States, managing approximately $517M in assets.

Where is Fiat Wealth Management headquartered?

Fiat Wealth Management is headquartered in Wayzata, United States.

How much does Fiat Wealth Management manage?

Fiat Wealth Management manages approximately $517M in assets under management.

When was Fiat Wealth Management founded?

Fiat Wealth Management was founded in 2009.

How can I contact Fiat Wealth Management?

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