Search icon

Fiat Wealth Management, LLC

Company Details

Name: Fiat Wealth Management, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 11 Jun 2009 (16 years ago)
Company Number: 91ca8e2d-94d4-e011-a886-001ec94ffe7f
File Number: 3374353-2
Registered Office Address: 1905 Wayzata Blvd E Ste 320, Wayzata, MN 55391, USA
Principal Executive Office Address: STE 320, 1905 WAYZATA BLVD, WAYZATA, MN 55391–5006, USA
ZIP code: 55391
County: Hennepin County
Place of Formation: Minnesota

Central Index Key

CIK number Mailing Address Business Address Phone
2012153 1905 WAYZATA BLVD, SUITE 320, WAYZATA, MN, 55391 1905 WAYZATA BLVD, SUITE 320, WAYZATA, MN, 55391 952-426-9116

Filings since 2024-10-15

Form type 13F-NT
File number 028-24093
Filing date 2024-10-15
Reporting date 2024-09-30
File View File

Filings since 2024-07-22

Form type 13F-NT
File number 028-24093
Filing date 2024-07-22
Reporting date 2024-06-30
File View File

Filings since 2024-05-06

Form type 13F-NT
File number 028-24093
Filing date 2024-05-06
Reporting date 2024-03-31
File View File

Filings since 2024-05-03

Form type 13F-HR
File number 028-24093
Filing date 2024-05-03
Reporting date 2023-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FIAT WEALTH MANAGEMENT 401K PLAN 2023 270416006 2024-10-02 FIAT WEALTH MANAGEMENT 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9524299116
Plan sponsor’s address 1905 WAYZATA BLVD E, STE 320, WAYZATA, MN, 55391

Signature of

Role Plan administrator
Date 2024-10-02
Name of individual signing ALLISON BRECHER
Valid signature Filed with authorized/valid electronic signature
FIAT WEALTH MANAGEMENT 401K PLAN 2022 270416006 2023-09-28 FIAT WEALTH MANAGEMENT 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9524299116
Plan sponsor’s address 1905 WAYZATA BLVD E, STE 320, WAYZATA, MN, 55391

Signature of

Role Plan administrator
Date 2023-09-28
Name of individual signing ALLISON BRECHER
Valid signature Filed with authorized/valid electronic signature
FIAT WEALTH MANAGEMENT 401K PLAN 2021 270416006 2022-10-11 FIAT WEALTH MANAGEMENT 8
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9524299116
Plan sponsor’s address 1905 WAYZATA BLVD E, STE 320, WAYZATA, MN, 55391

Signature of

Role Plan administrator
Date 2022-10-11
Name of individual signing ALLISON BRECHER
Valid signature Filed with authorized/valid electronic signature
FIAT WEALTH MANAGEMENT 401K PLAN 2021 270416006 2022-10-11 FIAT WEALTH MANAGEMENT 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9524299116
Plan sponsor’s address 1905 WAYZATA BLVD E, STE 320, WAYZATA, MN, 55391

Signature of

Role Plan administrator
Date 2022-10-11
Name of individual signing ALLISON BRECHER
Valid signature Filed with authorized/valid electronic signature
FIAT WEALTH MANAGEMENT 401K PLAN 2020 270416006 2021-10-08 FIAT WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9524299116
Plan sponsor’s address 1905 WAYZATA BLVD E, STE 320, WAYZATA, MN, 55391

Signature of

Role Plan administrator
Date 2021-10-08
Name of individual signing ALLISON BRECHER
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Fiat Wealth Management Manager STE 320, 1905 WAYZATA BLVD, WAYZATA, MN 55391–5006, USA

Agent

Name Role
Bradly Gotto Agent

Filing

Filing Name Filing date
Amendment - Limited Liability Company (Domestic) 2018-02-15
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Registered Office and/or Agent - Limited Liability Company (Domestic) 2015-11-04
Annual Reinstatement - Limited Liability Company (Domestic) 2013-04-18
Administrative Termination - Limited Liability Company (Domestic) 2013-02-26
Original Filing - Limited Liability Company (Domestic) 2009-06-11
Limited Liability Company (Domestic) Business Name (Business Name: Fiat Wealth Management, LLC) 2009-06-11

Date of last update: 27 Dec 2024

Sources: Minnesota's Official State Website