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FISCAL WISDOM WEALTH MANAGEMENT LLC
CRD 168299 · SEC 801-119231
61 MAPLE AVENUE, CANTON, CT, 06019, United States
Phone
678-202-4066
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$386.0M
Discretionary AUM
$386.0M
Team
18 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; SOLICITOR FEES
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsSOLICITOR TO OTHER IA'S
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2624 | $281.4M |
| High net worth individuals | 52 | $87.3M |
| Pension/profit sharing plans | 137 | $13.1M |
| Corporations/business entities | 15 | $4.1M |
States served
VT, AL, AZ, CA, CO, DE, DC, GA, ID, KY, ME, MD, MA, MI, MN, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, TN, UT, VA, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD