Fiat Wealth Management Llc
- Regulatory AUM
- $517M
- Discretionary
- $517M
- Clients
- 647
- Avg AUM / client
- $800K
- Accounts
- 2,257
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 518 | $195M | 37.6% |
| High net worth individuals | 129 | $323M | 62.4% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradly Joseph Gotto | President, Ceo, Chief Compliance Officer | May 2019 (7y) | 75% or more | |
| Daniel Colvin | Registered representative | Feb 2022 (4y) | ||
| Daniel James David Petkau | Registered representative | Feb 2022 (4y) | ||
| Scott Douglas Airey | Registered representative | Feb 2022 (4y) | ||
| Ashley Marie Milot | Registered representative | Mar 2022 (4y) | ||
| Timothy Wayne Monson | Registered representative | Mar 2022 (4y) | ||
| Darren Joseph Lepak | Registered representative | Aug 2022 (4y) | ||
| Mark Andrew Kline | Registered representative | Sep 2022 (4y) | ||
| Gayle Ann Ross | Registered representative | Feb 2024 (2y) | ||
| Lauren Ann Brown | Registered representative | CFP | Feb 2024 (2y) | |
| Aaron Leif Syverson | Registered representative | Jul 2025 (1y) | ||
| William Haile Riviere Iii | Registered representative | Oct 2025 (1y) | ||
| Duncan Clare Pederson | Registered representative | May 2026 (0y) | ||
| Derek Joel Swedberg | Registered representative | Jun 2026 (0y) | ||
| Jason David Lennartson | Registered representative | CFP | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 1.13 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
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $517M (100% of AUM) Jul 2026
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: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗