FISCAL WISDOM WEALTH MANAGEMENT LLC

61 Maple Avenue
Canton, Connecticut 06019
Tel: 678-202-4066

About FISCAL WISDOM WEALTH MANAGEMENT LLC

FISCAL WISDOM WEALTH MANAGEMENT LLC, formally registered with the SEC as FISCAL WISDOM WEALTH MANAGEMENT LLC. The firm was established in 08/03/2020. They have over 11 offices throughout the country.

FISCAL WISDOM WEALTH MANAGEMENT LLC is a Canton, Connecticut based Financial Planning firm with nearly $213,793,318 assets under management, offering retirement planning & investment advisory services to 2064 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168299
SEC#	801-119231
Assets Managed by Firm	$213,793,318
No. of Clients	2064
No. of Advisors	22

Fee Structure

A percentage of AUM
Hourly charges
Other (SOLICITOR FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops
Other (SOLICITOR TO OTHER IA'S)

Firm Client Information

	No. of Clients	AUM
Firm Total	2064	$213,793,318
Individuals (other than high net worth individuals)	953	$213,793,318

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