Fisher & Wiens Wealth Management, LLC
Firm details
- Headquarters
- Danville, California
- CRD number
- 286079
- Registered since
- December 16, 2016
- Website
- fisherandwiens.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.04%
- Individuals25.37%
- Corporations / Businesses0.6%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Fisher & Wiens Wealth Management, LLC is an independent registered investment adviser organized as an LLC that provides fee-based portfolio management primarily to individuals and families. The firm is SEC-registered (registration year 2016) and charges clients on a percentage-of-assets-under-management basis. Its advisory scope includes portfolio management for individuals and small businesses as well as portfolio management services for businesses or institutional clients. The firm does not position itself as a capital allocator to third-party alternative managers and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities15%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
2 of 2
Beau Fisher
Managing PartnerCRD 5063122
Stacy Fisher
Managing MemberCRD 6731461
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Danville, CA
Contra Costa
Location
Danville, CA
Headquartered in Danville, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 931 Hartz Way
- Time zone
- PT (UTC-8)
- Office locations
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