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| Fisher & Wiens Wealth Management LLC
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|---|---|
| CRD # | 286079 |
| SEC # | 801-108777 |
| CIK # | 0001957970 |
| AUM | $231.6 M (2025-03-27) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 925-964-0090 |
| Address | 931 Hartz Avenue Danville, CA 94526 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 75.0 |
| (b) Individuals (high net worth individuals) | 125 | 155.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 550 | 231.6 |
| By Discretionary | ||
| Discretionary | 550 | 231.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 550 | 231.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.6 | |
| Total | 550 | 231.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Timecapital Investor Advisory Services Inc
✚
|
NY | 0.2 |
|
M&B Investment Advisors LLC
✚
|
OH | 0.2 |
|
Capital Financial Advisors of New York LLC
✚
|
NY | 0.2 |
|
Integras Partners LLC
✚
|
GA | 0.2 |
|
Impactfolio LLC
✚
|
CO | 0.2 |
|
Fingerlakes Wealth Management Inc
✚
|
NY | 0.2 |
|
Vermillion & White Wealth Management Group LLC
✚
|
PA | 0.2 |
|
TABR Capital Management LLC
✚
|
CA | 0.2 |
|
Global Wealth Management LLC
✚
|
NJ | 0.2 |
|
DB & C Advisors LLC
✚
|
MI | 0.2 |