TALISMAN WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$251M
Discretionary
$251M
100% of AUM
Avg account
$451K
Accounts
557
Employees
4
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 23%, Cash & Cash Equivalents 14%, US Government Bonds 3%, State & Local Bonds 2%58%
  • 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

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 73

Active vs passive

$96.7M in ETFs

Passive

80%

$77.3M

Active

10%

$19.4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE DIVIDEND GROWTH ETF (DGRO)BlackRockPassiveLarge Value$11.3M167,63111.65%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth