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| Keyboard |
| Fisher & Wiens Wealth Management LLC
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|---|---|
| CRD # | 286079 |
| SEC # | 801-108777 |
| CIK # | 0001957970 |
| AUM | 250.3 M (2026-03-04) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 925-964-0090 |
| Address | 931 Hartz Avenue Danville, CA 94526 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 63.5 |
| (b) Individuals (high net worth individuals) | 152 | 185.3 |
| (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 | 0 | 0.0 |
| (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 | 0 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 560 | 250.3 |
| By Discretionary | ||
| Discretionary | 560 | 250.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 560 | 250.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.3 | |
| Total | 560 | 250.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The RUDD Company LLC
✚
|
TX | 250.8 M |
|
Wealthmd Corporation
✚
|
KY | 250.5 M |
|
Amara Financial LLC
✚
|
CA | 250.5 M |
|
Main Street Investment Advisors LLC
✚
|
IL | 250.3 M |
|
Cogent Private Wealth Inc
✚
|
FL | 250.3 M |
|
The Ehrlich Group LLC
✚
|
CA | 250.1 M |
|
Beadell A D Investment Counsel Inc
✚
|
WI | 250.0 M |
|
Firstrust LLC
✚
|
FL | 250.0 M |
|
WD Rutherford LLC
✚
|
OR | 250.0 M |
|
Dean Wealth Partners LLC
✚
|
TX | 249.8 M |