FISHER & WIENS WEALTH MANAGEMENT, LLC

931 Hartz Avenue
Suite 201
Danville, California 94526
Tel: 925-964-0090

About FISHER & WIENS WEALTH MANAGEMENT, LLC

FISHER & WIENS WEALTH MANAGEMENT, LLC, formally registered with the SEC as FISHER & WIENS WEALTH MANAGEMENT, LLC. The firm was established in 12/16/2016. They have over 1 offices throughout the country.

FISHER & WIENS WEALTH MANAGEMENT, LLC is a Danville, California based Financial Planning firm with nearly $219,000,000 assets under management, offering retirement planning & investment advisory services to 550 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286079
SEC#	801-108777
Assets Managed by Firm	$219,000,000
No. of Clients	550
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	550	$219,000,000
Individuals (other than high net worth individuals)	201	$102,900,000
High net worth individuals	95	$115,000,000
Corporations or other businesses	5	$1,100,000

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