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| Fiscal Wisdom Wealth Management LLC
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|---|---|
| CRD # | 168299 |
| SEC # | 801-119231 |
| CIK # | 0002053757 |
| AUM | 386.0 M (2026-04-28) |
| Employees | 18 (56% Investors, 17% Brokers) |
| Fees | |
| Minimum | |
| Phone | 678-202-4066 |
| Address | 61 Maple Avenue Canton, CT 06019 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Gold Resource Corp | 42.7 | ||
| Dakota Gold Corp | 2.6 | ||
| Skeena Resources Ltd | 1.9 | ||
| Silvercorp Metals Inc | 1.9 | ||
| Apple Inc | 1.8 | ||
| Equinox Gold Corp | 1.2 | ||
| Purecycle Technologies Inc | 1.1 | ||
| Costco Wholesale Corp /NEW | 1.1 | ||
| Microsoft Corp | 1.1 | ||
| Oracle Corp | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,624 | 281.4 |
| (b) Individuals (high net worth individuals) | 52 | 87.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 137 | 13.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,828 | 386.0 |
| By Discretionary | ||
| Discretionary | 2,828 | 386.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,828 | 386.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 386.0 | |
| Total | 2,828 | 386.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002053757] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
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