Fiduciary Wealth Management, LLC
Virginia
Registered In
02/08/2011
Incorp. Date
Company Summary
Fiduciary Wealth Management, LLC at 11250 Roger Bacon Dr The Atrium STE 12, Reston, Va 20190 lists Patrick D Roth of Reston, VA.
Overview
Registered In
Virginia
Incorporation Date
Company Type
Llc
Status
Active
Registration Type
Domestic
Search Other Resources
People
|
Patrick D Roth
Registered Agent
|
11250 ROGER BACON DR THE ATRIUM STE 12, RESTON, VA 20190
(View Past Addresses)
|
Map & Locations
|
11250 ROGER BACON DR THE ATRIUM STE 12, RESTON, VA 20190
View Map
|
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Fiduciary Wealth Management, LLC
Form 5500
FIDUCIARY WEALTH MANAGEMENT, LLC
11250 Roger Bacon Dr. Suite 12, Reston, Va 20190 0 EIN:45-3176027 Plan Admin:Christopher Broderick| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameFIDUCIARY WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$358,073 / $351,116 | 2022 | FIDUCIARY WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 2 / 2 | $358,073 / $351,116 |
| 2021 | Plan NameFIDUCIARY WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$260,299 / $358,073 | 2021 | FIDUCIARY WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 2 / 2 | $260,299 / $358,073 |
| 2020 | Plan NameFIDUCIARY WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$57,820 / $260,299 | 2020 | FIDUCIARY WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 3 / 2 | $57,820 / $260,299 |
| 2019 | Plan NameFIDUCIARY WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $57,820 | 2019 | FIDUCIARY WEALTH MANAGEMENT 401(K) PLAN - Plan #001 | 0 / 3 | $0 / $57,820 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
FIDUCIARY WEALTH MANAGEMENT LLC
11250 Roger Bacon Dr The Atrium STE 12, Reston, Va 20190-5219 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$45,979 Forgiven$46,342 LenderThe Freedom Bank of Virginia Jobs4 | 04/15/2020 | $45,979 | $46,342 | The Freedom Bank of Virginia | 4 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
Sources
The following government agencies have contributed data:
• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor • U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2026 IncTrace, LLC
Delaware, United States
Delaware, United States