Fiscal Wisdom Wealth Management LLC
● SEC registered since 2020CRD 168299SEC# 801-119231Canton, CT
Reg. AUM
$386M
Employees
18
Accounts
2,828
Location
Canton, CT
Fiscal Wisdom Wealth Management LLC assets under management
Fiscal Wisdom Wealth Management LLC is a registered investment adviser overseen by the SEC based in Canton, CT. The firm has been registered since 2020. It reports $386 million in regulatory assets under management and employs 18 people.
Fiscal Wisdom Wealth Management LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Roberts Control | Cco | Under 5% | 2023 |
| Fiscal Wisdom Holdings Inc. Control | Owner | Over 75% | 2023 |
| Michael Edward Chadwick Control | Ceo | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Fiscal Wisdom Wealth Management LLC manage?
Fiscal Wisdom Wealth Management LLC reports $386 million in regulatory assets under management on its Form ADV.
How many employees does Fiscal Wisdom Wealth Management LLC have?
Fiscal Wisdom Wealth Management LLC reports 18 employees.
Where is Fiscal Wisdom Wealth Management LLC located?
Fiscal Wisdom Wealth Management LLC is based in Canton, CT and has been SEC-registered since 2020.
Does Fiscal Wisdom Wealth Management LLC disclose fund performance?
Fiscal Wisdom Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 61 Maple Avenue, Canton, CT 06019 |
| Phone | 678-202-4066 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$386M▲ 49%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$386Mregulatory AUM
Discretionary $386M