Fiducia Private Wealth Management

Carlsbad, California

active Public RecordCalifornia

Business summary

Fiducia Private Wealth Management is a California limited liability company (LLC) located in Carlsbad, CA. It was registered with the California Secretary of State on June 1, 2026 (entity number B20260258395). It reports its type of business as Financial Advisory.

Its principal business address is 3048 Rancho Ln # PRESA, CARLSBAD, CA 92009. The registered agent is Ian Mcdaniel, P.C, CA, a commercial registered agent located at 550 Laguna Dr Ste A, CARLSBAD, CA 92008. The company is member-managed. Its managers and members include Susic, Peter (Manager).

California LLCs must file a Statement of Information every two years. Fiducia Private Wealth Management's most recent Statement of Information (BA20261190070) was filed on June 3, 2026. Its next Statement of Information is due during the filing window ending June 2028.

Frequently asked questions

Is Fiducia Private Wealth Management active?

Fiducia Private Wealth Management's current status, based on the data provided by the California Secretary of State on August 3, 2026, is active.

When was Fiducia Private Wealth Management registered?

Fiducia Private Wealth Management was registered with the California Secretary of State on June 1, 2026.

Who is the registered agent for Fiducia Private Wealth Management?

The registered agent is Ian Mcdaniel, P.C, CA, a commercial registered agent located at 550 Laguna Dr Ste A, CARLSBAD, CA 92008.

Where is Fiducia Private Wealth Management located?

Fiducia Private Wealth Management's principal business address is 3048 Rancho Ln # PRESA, CARLSBAD, CA 92009.

Is Fiducia Private Wealth Management in good standing?

Based on the data provided by the California Secretary of State on August 3, 2026, Fiducia Private Wealth Management is in good standing — it is in good standing with the Secretary of State and in good standing with the Franchise Tax Board.

When is Fiducia Private Wealth Management's next Statement of Information due?

Fiducia Private Wealth Management's most recent Statement of Information (BA20261190070) was filed on June 3, 2026. Its next Statement of Information is due during the filing window ending June 2028.

What does Fiducia Private Wealth Management do?

Fiducia Private Wealth Management reports its type of business to the California Secretary of State as Financial Advisory.

Who runs Fiducia Private Wealth Management?

Fiducia Private Wealth Management's managers and members include Susic, Peter (Manager).

Is Fiducia Private Wealth Management a legitimate business?

Fiducia Private Wealth Management is a registered business entity on file with the California Secretary of State (entity number B20260258395). Based on the data provided by the California Secretary of State on August 3, 2026, its status is active and it is in good standing with the Secretary of State.

Registration details

Business name Fiducia Private Wealth Management
Legal name Fiducia Private Wealth Management LLC
Business type Limited Liability Company
LLC management Member-Managed
Filing type Domestic
Jurisdiction California
Formation State CA
Formation date 2026-06-01
Document Number B20260258395
Last SI filing date 2026-06-03
Last SI filing number BA20261190070
Status Active
Type of Business Financial Advisory

Standing

Secretary of State Good Standing
Franchise Tax Board Good Standing
Agent Good Standing
Victims of Corporate Fraud Fund Good Standing

Contact Information

3048 Rancho Ln # PRESA, CARLSBAD, CA 92009

Principals

  • Susic, Peter
    • Roles
      • Manager
    • Addresses
      • 3048 Rancho Ln # PRESA, CARLSBAD, CA 92009

Registered agent

  • Ian Mcdaniel, P.C, CA
    • Roles
      • Registered Agent
    • Addresses
      • 550 Laguna Dr Ste A, CARLSBAD, CA 92008
Reflects California Secretary of State public records, updated through August 3, 2026.

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