| 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 |
Fisher & Wiens Wealth Management, LLC reports $231.6 million in regulatory assets under management on its Form ADV.
Fisher & Wiens Wealth Management, LLC reports 2 employees.
Fisher & Wiens Wealth Management, LLC is based in Danville, CA and has been SEC-registered since 2016.
Fisher & Wiens Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $231.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $231.6M |