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| Keyboard |
| Talisman Wealth Advisors LLC
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|---|---|
| CRD # | 313283 |
| SEC # | 801-120785 |
| CIK # | 0001962685 |
| AUM | 251.3 M (2026-03-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 908-519-8120 |
| Address | 1162 Springfield Ave Mountainside, NJ 07092 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.8 | ||
| Nvidia Corp | 3.6 | ||
| Microsoft Corp | 3.2 | ||
| Johnson & Johnson | 3.2 | ||
| J P Morgan Chase & Co | 1.9 | ||
| Alphabet Inc | 1.5 | ||
| Alphabet Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 33.5 |
| (b) Individuals (high net worth individuals) | 68 | 215.8 |
| (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 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 557 | 251.3 |
| By Discretionary | ||
| Discretionary | 557 | 251.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 557 | 251.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.3 | |
| Total | 557 | 251.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001962685] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bridges Capital LLC
✚
|
FL | 251.6 M |
|
Riverchase Wealth Management LLC
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|
Windward Wealth Strategies Inc
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|
Cassia Capital Partners LLC
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|
Peterson Wealth Management LLC
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NV | 251.1 M |
|
Checks & Balances Inc
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|
Windle Wealth LLC
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|
OK | 251.0 M |
|
HMM Group LLC
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|
CA | 251.0 M |
|
Seek First Inc
✚
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CA | 251.0 M |
|
Teton Advisors LLC
✚
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CT | 250.9 M |