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AS

Aaron L. Syverson

FIAT WEALTH MANAGEMENT
Wayzata, MN 55391
Some features on this profile are disabled
CRD#: 8032002
AS

Professional summary

Aaron Leif Syverson, who also goes by Aaron Syverson, is a registered financial advisor currently at FIAT WEALTH MANAGEMENT located in Wayzata, Minnesota.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Aaron has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Aaron Syverson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
~1) 2nd Swing; Not investment-related; Minnetonka, MN; Nature: Golf shop; Position: Operations Associate; Start date: 01/2025; Approximately 7.5 hours/month devoted to this business with 0 hours/month devoted during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Leif Syverson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 7, 2025 - Present

FIAT WEALTH MANAGEMENT

Office #1: 1905 Wayzata Blvd Suite 320, Wayzata, MN 55391
RIA
CRD#: 318201
Wayzata, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FW
FIAT WEALTH MANAGEMENT
FIAT WEALTH MANAGEMENT | FIAT WEALTH MANAGEMENT LLC

CRD#: 318201 / SEC#: 801-123255

RIA
Registered Investment Advisory firm - (2/18/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(7/7/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/27/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/7/2024
Securities Industry Essentials Examination

Current Firm

FW
FIAT WEALTH MANAGEMENT
FIAT WEALTH MANAGEMENT | FIAT WEALTH MANAGEMENT LLC

CRD#: 318201 / SEC#: 801-123255

RIA
Registered Investment Advisory firm - (2/18/2022 Approved)
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Contact information

Main Address
1905 Wayzata Blvd Suite 320, Wayzata, MN 55391
Mailing Address
Phone number
(952) 426-9116
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIAT WEALTH MANAGEMENT, LLC FORM ADV PART 2A BROCHURE (3/4/2025)

Regulatory assets under management

Total Number of Accounts2,014
AUM (Assets Under Management)$ 370,627,618

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FIAT WEALTH MANAGEMENT

CRD#: 318201Wayzata, MN 55391

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