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 a privately held limited liability company that registered with the SEC in 2016. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses, and it also provides portfolio management services to business or institutional clients. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or capital allocator.
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 2STACY FISHER
Managing MemberCRD 6731461
BEAU FISHER
Managing PartnerCRD 5063122
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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