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FISHER & WIENS WEALTH MANAGEMENT, LLC
CRD 286079 · SEC 801-108777
931 HARTZ AVENUE, SUITE 201, DANVILLE, CA, 94526, United States
Phone
925-964-0090
Fax
925-964-0990
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$250.3M
Discretionary AUM
$250.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 148 | $63.5M |
| High net worth individuals | 152 | $185.3M |
States served
CA, ID, NE, NV, OR, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD