CRD: 313283
Talisman Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-12-2021
- Office Locations
- 2
Office Locations
About Talisman Wealth Advisors, LLC
Talisman Wealth Advisors is an independent, fiduciary RIA providing customized financial planning and ongoing portfolio management for women, business owners, and first-generation wealth clients. The firm emphasizes goal-based planning and disciplined asset allocation, using vehicles such as ETFs and mutual funds and incorporating tax, estate, and retirement planning as needed. Custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
FRANCIS EDWARD GRANIZO
Chief Compliance Officer, Managing Member, Partner
- CRD
- #2396923
- Ownership
- 50% but less than 75%
JENNIFER PREWITT KIRBY
Managing Member, Wealth Advisor
- CRD
- #6243626
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JENNY REBECCA ELSTEIN
Client Service Associate
- CRD
- #3055649
Matthew Ryan Granizo
--
- CRD
- #8217431
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,337,097 | $451,234 |
| Non-Discretionary | $0 | -- |
| Total | $251,337,097 | $451,234 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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