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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-31-2014
- Office Locations
- 9
Office Locations
About Fiscal Wisdom Wealth Management LLC
Fiscal Wisdom Wealth Management is an independent, open-architecture RIA providing unbiased portfolio management and financial advice. The firm emphasizes patient, value-driven investing and avoids chasing speculative bubbles, using tactical systems to match client risk and return expectations. Portfolios are ETF-heavy with complementary mutual funds and fixed income exposure, and the practice supports retail and institutional clients, including via Schwab and Pershing custody.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL EDWARD CHADWICK
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2538140
- Ownership
- Less than 5%
DANIEL A. ROBERTS
Chief Compliance Officer
- CRD
- #2208120
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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RENEE EVA AMOCHAEV
Financial Advisor
- CRD
- #3253371
MICHAEL ALFONSE BARATTA
President
- CRD
- #4546087
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $386,005,788 | $136,494 |
| Non-Discretionary | $0 | -- |
| Total | $386,005,788 | $136,494 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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