|
⚲
|
| Fisher & Wiens Wealth Management LLC
✚
| |
|---|---|
| CRD # | 286079 |
| SEC # | 801-108777 |
| CIK # | 0001957970 |
| AUM | $219.0 MM (2024-03-27) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 925-964-0090 |
| Address | 100 Railroad Avenue Danville, CA 94526 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 102.9 |
| (b) Individuals (high net worth individuals) | 95 | 115.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 550 | 219.0 |
| By Discretionary | ||
| Discretionary | 550 | 219.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 550 | 219.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 219.0 | |
| Total | 550 | 219.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Total Solutions Enterprise LLC
✚
|
NC | 0.2 |
|
Simplex Wealth Management LLC
✚
|
CA | 0.2 |
|
Fidelis IM LLC
✚
|
OR | 0.2 |
|
Aurora Investment Counsel
✚
|
GA | 0.2 |
|
Bermuda Investment Advisory Services Limited
✚
|
0.2 | |
|
HMM Group LLC
✚
|
CA | 0.2 |
|
Signature Resources Capital Management LLC
✚
|
CA | 0.2 |
|
Hancock Whitney Investment Services Inc
✚
|
LA | 0.2 |
|
Huber Weakland & Associates Inc
✚
|
MD | 0.2 |
|
Kilterhowling LLC
✚
|
CO | 0.2 |