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Fiat Wealth Management Logo
Fiat Wealth Management CB Rank
542406
Heat Score
57
Fiat Wealth Management is an advisory firm that provides financial planning and wealth management services to meet the client's needs.
Founded
obfuscation
Private Wayzata, Minnesota, United States11-50 www.fiatwm.com
Advice
Financial Services
Wealth Management
Overview

Fiat Wealth Management
Heat Score
57

Growth Score
pts
in past quarter
Heat Score 57
0 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Fiat Wealth Management

CB Rank
542406
Fiat Wealth Management is an advisory firm that provides financial planning and wealth management services to meet the client's needs.
Founded
obfuscation
Private Wayzata, Minnesota, United States11-50 www.fiatwm.com
Advice
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Bradly Gotto
Phone Number +1-952-426-9116
Contact Email hello@fiatwm.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Renovation Process™
A structured financial planning process focused on retirement, addressing estate, cash flow, taxes, insurance, and investments to align with client goals.
Investment Management
Management of client investment portfolios using a three-layered approach involving Fiat, TownSquare Capital, and individual fund managers.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 3 Contacts 15

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

795
-31.82%
 in past month

IT Spend

$91.6KThis year, Fiat Wealth Management is projected to spend $91.6K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Storage Solutions Logo
Storage Solutions
82
Employee Discounts Logo
Employee Discounts
81
Corporate Dining Logo
Corporate Dining
81

Active Website Tech Count

3Fiat Wealth Management is actively using 3 technologies for its website, according to BuiltWith. These include Pound Sterling, German Server Location, and  Supabase.

Total IP

1Fiat Wealth Management has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Fiat Wealth Management's headquarters? Fiat Wealth Management is located in Wayzata, Minnesota, United States.Who are Fiat Wealth Management's competitors? Alternatives and possible competitors to Fiat Wealth Management may include HighTower Advisors, Creative Planning, and  Cresset.
Who We Are
What We Do
Helpful Links
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