Fiat Wealth Management
Likely to Engage tag.Highly Engaged Employees

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

1905 Wayzata Blvd Ste 320, Wayzata, Minn...

Phone Number

(952) 426-9116

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Fiat Wealth Management

Fiat Wealth Management is a fiduciary financial advisory firm based in Wayzata, Minnesota, specializing in comprehensive financial planning for individuals and families nearing or in retirement. The company focuses on helping clients navigate the complexities of spending their savings in retirement while ensuring that every dollar serves a purpose aligned with their goals. Through educational resources like Fiat University, podcasts, and events, they aim to empower clients with knowledge and confidence in their financial decisions. Their services include retirement income planning, proactive tax planning, and estate document creation, all delivered with a commitment to stewardship and long-term impact.Explore more
Fiat Wealth Management's Social MediaPopular SearchesFiat Wealth Management LLCFiat Wealth ManagementFiat Wealth Management - LLCFiat Wealth Management'sFiat Wealth MgmtSIC Code 62,628NAICS Code 52,523Show more

Fiat Wealth Management Org Chart

BG
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Chief Executive Officer & Partner & Manager, ...

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AM
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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fiat Wealth Management

<$5M
11-50
Private
-
2009
BG
Brad GottoCEO & Partner & Manager, Private Wealth
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$6.5M
1-10
Private
-
2011
AW
Annette WhiteDirector, Operations
$5.1M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2011
LS
Lance ScottPresident & Financial Advisor
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2010
JB
James BradleyFounder & President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Fiat Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Fiat Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fiat Wealth Management.

Fiat Wealth Management Tech Stack

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Fiat Wealth Management News & Media

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Frequently Asked Questions Regarding Fiat Wealth Management

What is Fiat Wealth Management's official website?
Fiat Wealth Management's official website is www.fiatwm.com
What is Fiat Wealth Management's Revenue?
Fiat Wealth Management's revenue is <$5 Million
What is Fiat Wealth Management's SIC code?
Fiat Wealth Management's SIC: 62,628
What is Fiat Wealth Management's NAICS code?
Fiat Wealth Management's NAICS: 52,523
How many employees does Fiat Wealth Management have?
Fiat Wealth Management has 11-50 employees
What industry does Fiat Wealth Management belong to?
Fiat Wealth Management is in the industry of: Finance, Securities Trading
What is Fiat Wealth Management competition?
Fiat Wealth Management top competitors include: Sterling Total Wealth Solutions, Burnette Financial Planning, Bay Harbor Wealth Management, Ratcliff Financial Services
What technology does Fiat Wealth Management use?
Some of the popular technologies that Fiat Wealth Management uses are: WebHostingPad, reCAPTCHA, Cloudflare Website Optimization, Google Cloud DNS
How do I contact Fiat Wealth Management?
Fiat Wealth Management contact info: Phone number: (952) 426-9116 Website: www.fiatwm.com
What does Fiat Wealth Management do?

Fiat Wealth Management is a fiduciary financial advisory firm based in Wayzata, Minnesota, specializing in comprehensive financial planning for individuals and families nearing or in retirement. The company focuses on helping clients navigate the complexities of spending their savings in retirement while ensuring that every dollar serves a purpose... aligned with their goals. Through educational resources like Fiat University, podcasts, and events, they aim to empower clients with knowledge and confidence in their financial decisions. Their services include retirement income planning, proactive tax planning, and estate document creation, all delivered with a commitment to stewardship and long-term impact.Read More

What are Fiat Wealth Management social media links?
Fiat Wealth Management Linkedin page Fiat Wealth Management Twitter page Fiat Wealth Management Facebook page
Is Fiat Wealth Management a public company?
Fiat Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Fiat Wealth Management

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