AUMdb

Fiduciary Wealth Management, Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 284324 · Little Rock, AR · www.fidwm.com
☆ Save with Pro ADV data as of Mar 17, 2026
Regulatory AUM
$58.5M
Discretionary
$58.5M
Clients
76
Avg AUM / client
$770K
Accounts
76
Employees
2

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 35 $6.7M 11.4%
High net worth individuals 41 $51.9M 88.6%

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
Applied Computing Technologies, Inc. 401(k) Profit Sharing Plan & Trust Applied Computing Technologies, Inc. 2024
T Rex Solutions, Llc 401 (K) & Profit Sharing Plan T Rex Solutions, Llc 2024
Cosmos Club 401(k) Retirement Plan Cosmos Club 2024
Adwerx,Inc. Retirement Plan Adwerx, Inc. 2024
The Bowen Group 401(k) Plan The Bowen Group 2024
Factory Mutual Insurance Company Pension Plan Factory Mutual Insurance Company 2024
Petroleum Marketing Group 401(k) Profit Sharing Plan And Trust Petroleum Marketing Group, Inc. 2024
Nuix North America Inc. 401(k) Plan Nuix North America Inc. 2024
Cofense Inc. 401(k) Plan Cofense Inc. 2024
Teleworld Solutions, Inc 401(k) Plan Teleworld Solutions, Inc. 2024

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Rocklin Danai Senavinin Registered representative CFP Aug 2016 (10y)
Edward Price Mahaffy Registered representative CFP Chartered Financial Consultant Apr 2024 (2y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Retirement plans served (10)

PlanSponsorParticipantsPlan assetsAs of
Applied Computing Technologies, Inc. 401(k) Profit Sharing Plan & Trust Applied Computing Technologies, Inc. 62 $21.6M 01/01/2024
T Rex Solutions, Llc 401 (K) & Profit Sharing Plan T Rex Solutions, Llc 254 $29.5M 01/01/2024
Cosmos Club 401(k) Retirement Plan Cosmos Club 152 $15.4M 01/01/2024
Adwerx,Inc. Retirement Plan Adwerx, Inc. 46 $5.7M 01/01/2024
The Bowen Group 401(k) Plan The Bowen Group 321 $4.3M 01/01/2024
Factory Mutual Insurance Company Pension Plan Factory Mutual Insurance Company 3,786 $3.0B 01/01/2024
Petroleum Marketing Group 401(k) Profit Sharing Plan And Trust Petroleum Marketing Group, Inc. 195 $4.7M 01/01/2024
Nuix North America Inc. 401(k) Plan Nuix North America Inc. 181 $31.1M 01/01/2024
Cofense Inc. 401(k) Plan Cofense Inc. 177 $27.6M 01/01/2024
Teleworld Solutions, Inc 401(k) Plan Teleworld Solutions, Inc. 364 $5.1M 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/17/2026 1.1 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Pension consulting services
  • Selection of other advisers

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.

View current Form ADV (SEC/IAPD) ↗