Fiat Wealth Management

Financial planning in Wayzata, MN

SEC registeredNo commissions reported

Call (952) 426-9116 Send a message Map ↗

Public-record details

Address: 1905 Wayzata Blvd, Suite 320, Wayzata, MN 55391
Phone: (952) 426-9116
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name: Fiat Wealth Management LLC
CRD number: 318201
Registration: SEC registered since 2022-02-18
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management: $517.4 million
Accounts managed: 2,257
Clients reported (Form ADV 5.D): 647
Individual / high-net-worth clients: 518 / 129
Employees: 18
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-07-14

SEC registered investment adviser, CRD 318201, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 318201 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Wayzata

360 Financial849 Lake Street East · Wayzata, MN 55391 · (952) 542-8900 · Financial planningCRD 168600 · % of assets, Hourly charges, Fixed fees · $700.5 million AUMSEC registeredNo commissions reported Acm801 Twelve Oaks Center Drive, Suite 817 · Wayzata, MN 55391 · (612) 217-1143 · Flat / fixed feesCRD 285739 · % of assets, Fixed fees · $231.2 million AUMSEC registeredNo commissions reported Bannerstone Capital328 Barry Avenue South, Suite 210 · Wayzata, MN 55391 · (952) 249-8888 · Financial planningCRD 147447 · % of assets · $155.3 million AUMSEC registeredNo commissions reported Minneapolis Portfolio Management Group, LLC3620 County Road 101 S. · Wayzata, MN 55391 · (612) 334-2000 · % of assets managedCRD 129963 · % of assets · $1.1 billion AUMSEC registeredNo commissions reported Pack Private Wealth, LLC1905 Wayzata Blvd., Suite 320 · Wayzata, MN 55391 · (952) 563-9811 · Financial planningCRD 310523 · % of assets · $326.2 million AUMSEC registeredNo commissions reported Perceptive Edge Investment Management, INC.15600 Wayzata Blvd., Suite 101 · Wayzata, MN 55391 · (952) 476-2770 · Financial planningCRD 119436 · % of assets, Hourly charges, Fixed fees · $505.0 million AUMSEC registeredNo commissions reported Perkins Capital Management INC730 Lake Street East · Wayzata, MN 55391 · (952) 473-8367 · % of assets managedCRD 105028 · % of assets · $147.8 million AUMSEC registeredNo commissions reported Rocket Capital Management, L.L.C.319 Barry Avenue South, Suite 210 · Wayzata, MN 55391 · (952) 476-1062 · % of assets managedCRD 128077 · % of assets, Performance-based fees · $32.4 million AUMState registeredNo commissions reported

All 10 in Wayzata →