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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fiscal Wisdom Wealth Management LLC
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|---|---|
| CRD # | 168299 |
| SEC # | 801-119231 |
| CIK # | |
| AUM | $259.8 M (2025-04-24) |
| Employees | 22 (59% Investors, 23% Brokers) |
| Phone | 678-202-4066 |
| Address | 61 Maple Avenue Canton, CT 06019 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,407 | 183.7 |
| (b) Individuals (high net worth individuals) | 37 | 63.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 121 | 9.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,579 | 259.8 |
| By Discretionary | ||
| Discretionary | 2,579 | 259.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,579 | 259.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 259.8 | |
| Total | 2,579 | 259.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Maguire Investments LLC
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|
PA | 0.3 |
|
Compass Wealth Management LLC
✚
|
GA | 0.3 |
|
Capital Market Strategies LLC
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|
FL | 0.3 |
|
Vital Wealth Management LLC
✚
|
IL | 0.3 |
|
JFR Financial Services Inc
✚
|
MI | 0.3 |
|
Trunorth Financial Services Inc
✚
|
PA | 0.3 |
|
Krane Financial Solutions LLC
✚
|
CA | 0.3 |
|
Ramiah Investment Group Inc
✚
|
WI | 0.3 |
|
Wealth Management Strategies Inc
✚
|
PA | 0.3 |
|
First Financial Advisory Services Inc
✚
|
RI | 0.3 |