1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FISCAL WISDOM WEALTH MANAGEMENT LLC

Map pinCANTON, CT
Phone678-202-4066
NotebookSEC #801-119231
Total AUM
$386M
Employees
18
Clients
2,828

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
61 MAPLE AVENUE
CANTON
CT 06019
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
678-202-4066
Other Offices
8

ReceiptFinancials

Total AUM
$386M
Accounts
2,828
Discretionary
$386M
Accounts
2,828
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
2,624
AUM
$281.4M
HNW Individual Clients
52
AUM
$87.3M
Pension/Profit Sharing Plan Clients
137
AUM
$13.1M
Corporation or Business Clients
15
AUM
$4.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
SOLICITOR TO OTHER IA'S
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCDEFLGAHIIDKYMAMDMEMIMNNCNDNHNJNMNVNYOHOKORPATNTXUTVAVTWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account