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Fiscal Wisdom Wealth Management LLC

● SEC registered since 2020CRD 168299SEC# 801-119231Canton, CT
Export (members)
Reg. AUM
$259.8M
Employees
22
Accounts
2,579
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 $259.8 million in regulatory assets under management and employs 22 people.
www.fiscalwisdom.comView on SEC.gov ↗

Fiscal Wisdom Wealth Management LLC owners & executives

4 reported
NameTitleOwnershipSince
Daniel Roberts ControlCcoUnder 5%2023
Fiscal Wisdom Holdings Inc. ControlOwnerOver 75%2023
Michael Edward Chadwick ControlCeoUnder 5%2023
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Frequently asked questions

How much does Fiscal Wisdom Wealth Management LLC manage?

Fiscal Wisdom Wealth Management LLC reports $259.8 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 22 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

Address61 Maple Avenue, Canton, CT 06019
Phone678-202-4066
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$259.8M
Non-discretionary$0
Total (RAUM)$259.8M