FISCAL WISDOM WEALTH MANAGEMENT LLC

CANTON, Connecticut·5 registered advisors·CRD# 168299
SEC# 801-11923110678-202-4066
01

Firm Overview

AUM
$214M
Regulatory assets under management
Employees
22
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Other: SOLICITOR FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FISCAL WISDOM WEALTH MANAGEMENT LLC

5 registered advisors
Daniel Anthony Roberts
CANTON, Connecticut
Kenneth Michael Ackerman
ATLANTA, Georgia
Michael Alfonse Baratta
ATLANTA, Georgia
Michael Edward Chadwick
CANTON, Connecticut
Randy Cleve Fox
ATLANTA, Georgia
05

Office Locations

ATLANTA, Georgia
3 advisors
CANTON, Connecticut
2 advisors

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Data sourced from SEC Form ADV filings. FISCAL WISDOM WEALTH MANAGEMENT LLC (CRD# 168299) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.