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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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