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Building 2FISHER & WIENS WEALTH MANAGEMENT, LLC

Map pinDANVILLE, CA
Phone925-964-0090
NotebookSEC #801-108777
Total AUM
$250.3M
Employees
1
Clients
301

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
931 HARTZ AVENUE
SUITE 201
DANVILLE
CA 94526
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
925-964-0090

ReceiptFinancials

Total AUM
$250.3M
Accounts
560
Discretionary
$250.3M
Accounts
560
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
148
AUM
$63.5M
HNW Individual Clients
152
AUM
$185.3M
Corporation or Business Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDNENVORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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