FIERCE Wealth Management Group

Andrew R. Fierce, the founder and CEO, appears as the sole controlling principal across public filings and licensing records. No separate CIO, investment committee, or additional C-suite investment officers have been disclosed. The compact structure suggests centralized decision-making.

Public records and the firm's own marketing posture show no evidence of external limited partners, commingled funds, or pooled vehicles. The firm operates as a single-family office alongside its insurance brokerage, deploying proprietary capital and client-family assets.

The insurance operation generates fee-based revenue through life, health, and annuity placements for family clients. That revenue stream is functionally a self-capitalizing mechanism — it reduces dependence on asset exits and provides a recurring cash base that can be directed into real estate and private credit deployments.

Real estate and private credit are the core investment classes. Real estate holdings include direct residential and commercial properties in the South Florida market. The credit strategy uses structured notes and direct lending facilities. The firm does not publicly signal exposure to public equities, venture capital, or buyout funds.

All known operational and licensing registrations point to Fort Lauderdale, Florida. No additional offices, satellite locations, or geographically diversified operating subsidiaries appear in public records. Investment activity, as described, is concentrated in the South Florida region.