Fiat Wealth Management

Finance · Minnesota, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

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

Phone Number

(952) 426-9116

Revenue

<$5 Million

Industry

Finance Securities Trading

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 retirement spending, ensuring that every dollar serves a purpose aligned with their goals. Through a values-driven approach, Fiat Wealth Management emphasizes education and proactive planning, offering resources such as financial education events, podcasts, and personalized advisory services. Their mission is to provide clarity and confidence in financial decision-making, fostering a legacy of stewardship for their clients.Explore more
Fiat Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Fiat Wealth Management Org Chart

PhoneEmail
AM
United States flag for contact location.

Chief Operating Officer

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.
DP
United States flag for contact location.

Servicing Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Fiat Wealth Management

Compare insights from companies similar to Fiat Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fiat Wealth Management

<$5M
11-50
Private
-
2009
AM
Ashley MilotChief Operating Officer
$8.6M
11-50
Private
-
2010
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding Partner
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2010
JB
James BradleyFounder & President
Illustration of an envelope

Fiat Wealth Management Tech Stack

A closer look at the technologies used by Fiat Wealth Management

Top Finance Companies

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, Bay Harbor Wealth Management, Ratcliff Financial Services, Penobscot Financial Advisors
What technology does Fiat Wealth Management use?
Some of the popular technologies that Fiat Wealth Management uses are: WebHostingPad, reCAPTCHA, Google Cloud DNS, Embedly
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 retirement spending, ensuring that every dollar serves a purpose aligned with their goa... ls. Through a values-driven approach, Fiat Wealth Management emphasizes education and proactive planning, offering resources such as financial education events, podcasts, and personalized advisory services. Their mission is to provide clarity and confidence in financial decision-making, fostering a legacy of stewardship for their clients.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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.