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Fiat Wealth Management

Fiat Wealth Management

Financial ServicesFlag of USWayzata, Minnesota, United States11-20 Employees

Company overview

Headquarters1905 Wayzata Blvd, 320, Wayzata, Minnesota 55391, US
Phone number+19524269116
Website
NAICS52
SIC736
Keywords
Investment Management, Financial Services, Retirement Planning, Tax Planning, Comprehensive Planning
Founded2009
Employees11-20
Socials

Key Contacts at Fiat Wealth Management

Flag of US

Cooper Hitt

Business Development Director

Flag of US

Tim Monson

Director Of Financial Planning

Fiat Wealth Management Email Formats

Fiat Wealth Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@fiatwm.com), used 65% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@fiatwm.com
85%
{first name}{last name}
johndoe@fiatwm.com
15%

About Fiat Wealth Management

We are a comprehensive, fiduciary wealth management firm based in the Twin Cities. We are independent and, therefore, we teach our clients what is in their best interest and guide them through retirement. We teach our clients how to spend their money. We pride ourselves on educating our clients about their finances so they feel confident in the decisions they are making with the support of our guidance. When you come visit with us, expect to broaden your knowledge about the financial world we live in today.

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Fiat Wealth Management revenue & valuation

Annual revenue$3,889,927
Revenue per employee$229,000
Estimated valuation?$12,500,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Manager
Director

Employees by Department

Fiat Wealth Management has 13 employees across 4 departments.

Departments

Number of employees

Funding Data

Fiat Wealth Management has never raised funding before.

Fiat Wealth Management Tech Stack

Discover the technologies and tools that power Fiat Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

Google Workspace

Google Workspace

Email

Salesforce Marketing Cloud Account Engagement

Salesforce Marketing Cloud Account Engagement

Marketing automation

Google Hosted Libraries

Google Hosted Libraries

CDN

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

Calendly

Calendly

Appointment scheduling

Vimeo

Vimeo

Video players

Webflow

Webflow

Page builders

Frequently asked questions

Fiat Wealth Management is located in Wayzata, Minnesota, US.
You can reach Fiat Wealth Management at +19524269116.
Fiat Wealth Management was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.
Fiat Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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