CRD: 286079
Fisher & Wiens Wealth Management, LLC
$250.3M Total AUM
$250.3M Disc. AUM
4.0% 3Y CAGR
1 Employees
300 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2008
- Office Locations
- 1
Office Locations
931 Hartz WAY Suite 201 Danville CA
About Fisher & Wiens Wealth Management, LLC
Fisher & Wiens Wealth Management, LLC is a Danville, CA wealth management firm providing financial planning and portfolio management, including estate planning coordination, retirement plan guidance, insurance, and business succession support for business owners and entrepreneurs. Portfolios use ETFs, index/mutual funds and fixed income, with models implemented via LPL Financial.
Team overview
48 AVG AGE
$250.3M AVG AUM / ADVISOR
$834.5K AVG AUM / CLIENT
13.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
BEAU MITCHEL FISHER
Chief Compliance Officer, Investment Advisor
- CRD
- #5063122
- Ownership
- Less than 5%
Available
Available
Available
STACY FISHER
Vice President
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,341,000 | $447,038 |
| Non-Discretionary | $0 | -- |
| Total | $250,341,000 | $447,038 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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