Fisher & Wiens Wealth Management, LLC
● SEC registered since 2016CRD 286079SEC# 801-108777Danville, CA
Reg. AUM
$250.3M
Employees
1
Accounts
560
Location
Danville, CA
Fisher & Wiens Wealth Management, LLC assets under management
Fisher & Wiens Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Danville, CA. The firm has been registered since 2016. It reports $250.3 million in regulatory assets under management and employs 1 people.
Fisher & Wiens Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beau Fisher & Stacy Fisher Revocable Trust Control | Managing Member | Over 75% | 2017 |
| Beau Mitchel Fisher Control | Trustee & Chief Compliance Officer | Under 5% | 2017 |
| Stacy Fisher Control | Trustee | Under 5% | 2008 |
Frequently asked questions
How much does Fisher & Wiens Wealth Management, LLC manage?
Fisher & Wiens Wealth Management, LLC reports $250.3 million in regulatory assets under management on its Form ADV.
How many employees does Fisher & Wiens Wealth Management, LLC have?
Fisher & Wiens Wealth Management, LLC reports 1 employees.
Where is Fisher & Wiens Wealth Management, LLC located?
Fisher & Wiens Wealth Management, LLC is based in Danville, CA and has been SEC-registered since 2016.
Does Fisher & Wiens Wealth Management, LLC disclose fund performance?
Fisher & Wiens 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 | 931 Hartz Avenue, Suite 201, Danville, CA 94526 |
| Phone | 925-964-0090 |
| Fax | 925-964-0990 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1957970 |
| Discloses disciplinary history | No |
Regulatory AUM
$250.3M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$250.3Mregulatory AUM
Discretionary $250.3M