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Fischer Wealth Advisors, LLC

Fischer Wealth Advisors, LLC. CRD 281113

Fischer Wealth Advisors, LLC logo

CRD: 281113

Fischer Wealth Advisors, LLC

Alexandria, VA
7035201555
$29.7M Total AUM
$21.9M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Axos
Clients
Retail
Platforms
MatrixQuantum +more
Established Date
09-15-2015
Office Locations
1

Office Locations

-- Alexandria VA

About Fischer Wealth Advisors, LLC

Fischer Wealth Advisors is an Alexandria, VA wealth management firm led by founder Glenn Fischer. It supports individuals navigating major life transitions—new graduates, career changes, divorce, or hardship—with financial planning, tax-aware investment strategy, and retirement planning. Portfolios are built primarily with ETFs. The firm emphasizes WCAG 2.1 AA–aligned website accessibility as part of its client experience.

Team overview

54 AVG AGE
$29.7M AVG AUM / ADVISOR
$530.6K AVG AUM / CLIENT
10.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Capital beacon Wave pioneer Oak Harbor signal Quantum matrix Atlas

Client Personas

Peak

Custodian

Prime Pioneer Ridge Beacon Capital peak Zenith

Investment Themes

Focus Delta element Zenith value Summit meridian

Investment Vehicles

Foundation momentum Harbor prime

Platform

Catalyst

Services

Unison pathway Quantum optima Atlas radial Oak Glacier vertex Delta Delta Summit Prime vector

Technology

Horizon timber Summit peak Value pathway

Owner & Executives

G

GLENN BARTON FISCHER

Agency Owner, Managing Member

CRD
#1852876
Ownership
Less than 5%
(977) 644-5761
vertex.horizon@matrixcapital.com
in linkedin.com/in/radial-wave

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $21,883,040 --
Non-Discretionary $7,828,443 --
Total $29,711,483 --

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Separately Managed Accounts

Total SMA Asset: $29,711,483

$29.7M Total SMA
Public Funds:
35.4%
Equity - Exchange:
14.1%
Equity - OTC:
26.5%
Cash:
24.0%
Asset class Assets Assets %
Public Funds $1,627,030,435 35.4%
Equity - Exchange $648,054,495 14.1%
Equity - OTC $1,217,974,760 26.5%
Cash $1,103,071,481 24.0%
Total $4,596,131,171 100.0%

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