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 registered with the SEC in 2021. The firm describes itself as a capital allocator serving individual and family clients, providing financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model includes asset-based fees, hourly billing, and fixed-fee engagements. Talisman also identifies as an active ESG investor, which factors into its manager and security selection.
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 4JENNY 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 73Active vs passive
$96.7M in ETFs
80%
$77.3M
10%
$19.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | BlackRock | Passive | Large Value | $11.3M | 167,631 | 11.65% |
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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