FISHER & WIENS WEALTH MANAGEMENT, LLC

DANVILLE, California·2 registered advisors·CRD# 286079
SEC# 801-1087770925-964-0090
01

Firm Overview

AUM
$219M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at FISHER & WIENS WEALTH MANAGEMENT, LLC

2 registered advisors
Beau Mitchel Fisher
DANVILLE, California
Stacy Fisher
DANVILLE, California
05

Office Locations

DANVILLE, California
2 advisors

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Data sourced from SEC Form ADV filings. FISHER & WIENS WEALTH MANAGEMENT, LLC (CRD# 286079) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.