0001085146-24-002205.txt : 20240503
0001085146-24-002205.hdr.sgml : 20240503
20240503103637
ACCESSION NUMBER: 0001085146-24-002205
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240503
DATE AS OF CHANGE: 20240503
EFFECTIVENESS DATE: 20240503
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: FIAT WEALTH MANAGEMENT LLC
CENTRAL INDEX KEY: 0002012153
ORGANIZATION NAME:
IRS NUMBER: 270416006
STATE OF INCORPORATION: MN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-24093
FILM NUMBER: 24911345
BUSINESS ADDRESS:
STREET 1: 1905 WAYZATA BLVD
STREET 2: SUITE 320
CITY: WAYZATA
STATE: MN
ZIP: 55391
BUSINESS PHONE: 952-426-9116
MAIL ADDRESS:
STREET 1: 1905 WAYZATA BLVD
STREET 2: SUITE 320
CITY: WAYZATA
STATE: MN
ZIP: 55391
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0002012153
XXXXXXXX
12-31-2023
12-31-2023
false
FIAT WEALTH MANAGEMENT LLC
1905 WAYZATA BLVD
SUITE 320
WAYZATA
MN
55391
13F COMBINATION REPORT
028-24093
000318201
801-123255
0001761755
028-19141
000288576
801-110591
TOWNSQUARE CAPITAL LLC
N
BRADLY J. GOTTO
CEO
952-426-9116
/s/ BRADLY J. GOTTO
WAYZATA
MN
05-03-2024
0
13
7903241
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
AMAZON COM INC
COM
023135106
425888
2803
SH
SOLE
0
0
2803
APPLE INC
COM
037833100
501541
2605
SH
SOLE
0
0
2605
EXCHANGE LISTED FDS TR
CABANA TARGET 10
30151E715
761905
32728
SH
SOLE
0
0
32728
ISHARES TR
CORE S&P500 ETF
464287200
968920
2029
SH
SOLE
0
0
2029
MICROSOFT CORP
COM
594918104
620466
1650
SH
SOLE
0
0
1650
SPDR S&P 500 ETF TR
TR UNIT
78462F103
315131
663
SH
SOLE
0
0
663
TWO RDS SHARED TR
ANFIELD US EQU
90214Q733
152808
11065
SH
SOLE
0
0
11065
TWO RDS SHARED TR
REGENTS PK HDGD
90214Q642
110593
12433
SH
SOLE
0
0
12433
UNITEDHEALTH GROUP INC
COM
91324P102
2225395
4227
SH
SOLE
0
0
4227
VANGUARD INDEX FDS
GROWTH ETF
922908736
209844
675
SH
SOLE
0
0
675
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
981968
5763
SH
SOLE
0
0
5763
VISA INC
COM CL A
92826C839
418643
1608
SH
SOLE
0
0
1608
WISDOMTREE TR
GLB US QTLY DIV
97717W844
210139
5681
SH
SOLE
0
0
5681