Fiduciary Wealth Management

Finance · Arkansas, United States · 1-10 Employees

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Overview

Headquarters

1501 N University Ave Ste 714, Little Ro...

Phone Number

(501) 673-3092

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Fiduciary Wealth Management

Fiduciary Wealth Management is an independent Registered Investment Advisory firm based in Little Rock, Arkansas, specializing in comprehensive, fee-only financial planning and investment management services for high-net-worth individuals and families with investable assets exceeding $1 million. The firm prioritizes fiduciary responsibility, offering customized wealth strategies and a transparent fee structure to ensure unbiased advice. Their services encompass retirement planning, tax optimization, estate planning, and investment management, tailored to meet the unique goals of their clients. Led by co-founder Roc Senavinin, a CERTIFIED FINANCIAL PLANNER professional, the firm is dedicated to helping clients achieve financial clarity and build lasting legacies.Explore more
Fiduciary Wealth Management's Social MediaPopular SearchesFiduciary Wealth Management LLCFiduciary Wealth ManagementF iduciary Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Fiduciary Wealth Management Org Chart

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Partner

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RS
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Co-Founder & Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fiduciary Wealth Manageme...

<$5M
1-10
Private
-
2016
$7.3M
1-10
Private
-
2003
DH
David HunterPrincipal, Certified Financial Planner
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Operations
<$5M
11-50
Private
-
1991
N/A
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2002
RJ
Riley JarrellFounder & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Fiduciary Wealth Management Tech Stack

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Frequently Asked Questions Regarding Fiduciary Wealth Management

What is Fiduciary Wealth Management's official website?
Fiduciary Wealth Management's official website is www.fidwm.com
What is Fiduciary Wealth Management's Revenue?
Fiduciary Wealth Management's revenue is <$5 Million
What is Fiduciary Wealth Management's SIC code?
Fiduciary Wealth Management's SIC: 62,628
What is Fiduciary Wealth Management's NAICS code?
Fiduciary Wealth Management's NAICS: 52,523
How many employees does Fiduciary Wealth Management have?
Fiduciary Wealth Management has 1-10 employees
What industry does Fiduciary Wealth Management belong to?
Fiduciary Wealth Management is in the industry of: Finance, Securities Trading
What is Fiduciary Wealth Management competition?
Fiduciary Wealth Management top competitors include: Constant Guidance Financial, Liberty Wealth Advisors, KRPG Advisors, Horizons Wealth Management
What technology does Fiduciary Wealth Management use?
Some of the popular technologies that Fiduciary Wealth Management uses are: Cloudflare Website Optimization, MailChimp, Datadog, Google Tag Manager
How do I contact Fiduciary Wealth Management?
Fiduciary Wealth Management contact info: Phone number: (501) 673-3092 Website: www.fidwm.com
What does Fiduciary Wealth Management do?

Fiduciary Wealth Management is an independent Registered Investment Advisory firm based in Little Rock, Arkansas, specializing in comprehensive, fee-only financial planning and investment management services for high-net-worth individuals and families with investable assets exceeding $1 million. The firm prioritizes fiduciary responsibility, offeri... ng customized wealth strategies and a transparent fee structure to ensure unbiased advice. Their services encompass retirement planning, tax optimization, estate planning, and investment management, tailored to meet the unique goals of their clients. Led by co-founder Roc Senavinin, a CERTIFIED FINANCIAL PLANNER professional, the firm is dedicated to helping clients achieve financial clarity and build lasting legacies.Read More

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

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