Talisman Wealth Advisors, LLC
Firm details
- Headquarters
- Mountainside, New Jersey
- CRD number
- 313283
- Registered since
- April 12, 2021
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.84%
- Individuals13.33%
- Corporations / Businesses0.83%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Talisman Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and owner-operated. The firm registered with the SEC in 2021 and focuses on individual and family clients. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and selecting other advisers. The firm bills clients through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. Talisman also describes itself as a capital allocator and reports active ESG investing as part of its approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds58%
- Exchange Traded Equities23%
- Cash & Cash Equivalents14%
- US Government Bonds3%
- State & Local Bonds2%
Contacts
3 of 4
Jenny Elstein
Client Service AssociateCRD 3055649
Jennifer Kirby
Managing Partner, Senior Financial AdvisorCRD 6243626
Matthew Granizo
Wealth Management AssociateCRD 8217431
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$94.6M in ETFs
94%
$88.9M
4%
$5.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF (PICK) | BlackRock | Passive | Natural Resources | $11.2M | 146,346 | 11.80% |
Location
Mountainside, NJ
Union
Location
Mountainside, NJ
Headquartered in Mountainside, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Union
- Address
- 1162 Springfield Ave
- Time zone
- ET (UTC-5)
- Office locations
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