Fisher & Wiens Wealth Management, LLC is a large advisory firm based in Danville. It manages $138.94 million of regulatory assets for 440 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Nevada, Oregon, and Texas.
Fisher & Wiens Wealth Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fisher & Wiens Wealth Management, LLC is $138.94 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fisher & Wiens Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Fisher & Wiens Wealth Management is individuals with 220 clients and $78.44 million of assets under management. Among the 8 most similar advisory firms, Fisher & Wiens Wealth Management has the 3rd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $138.94 million for 265 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Fisher & Wiens Wealth Management doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Fisher & Wiens Wealth Management, LLC performs its advisory services is located at 100 Railroad Avenue, Danville, CA 94526, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 925-964-0090 or by fax 925-964-0990. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at fisherandwiens.com.