Talisman Wealth Advisors, LLC
● SEC registered since 2021CRD 313283SEC# 801-120785Mountainside, NJ
Reg. AUM
$251.3M
Employees
4
Accounts
557
Location
Mountainside, NJ
Talisman Wealth Advisors, LLC assets under management
Talisman Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Mountainside, NJ. The firm has been registered since 2021. It reports $251.3 million in regulatory assets under management and employs 4 people.
Talisman Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Francis Edward Granizo Control | Managing Member And Chief Compliance Officer | 50-75% | 2021 |
| Jennifer Prewitt Kirby Control | Managing Member | 50-75% | 2021 |
Frequently asked questions
How much does Talisman Wealth Advisors, LLC manage?
Talisman Wealth Advisors, LLC reports $251.3 million in regulatory assets under management on its Form ADV.
How many employees does Talisman Wealth Advisors, LLC have?
Talisman Wealth Advisors, LLC reports 4 employees.
Where is Talisman Wealth Advisors, LLC located?
Talisman Wealth Advisors, LLC is based in Mountainside, NJ and has been SEC-registered since 2021.
Does Talisman Wealth Advisors, LLC disclose fund performance?
Talisman Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1162 Springfield Ave, 2nd Floor, Mountainside, NJ 07092 |
| Phone | (908) 519-8120 |
| Fax | (908) 952-0360 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$251.3M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$251.3Mregulatory AUM
Discretionary $251.3M