| 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 |
Talisman Wealth Advisors, LLC reports $212.8 million in regulatory assets under management on its Form ADV.
Talisman Wealth Advisors, LLC reports 4 employees.
Talisman Wealth Advisors, LLC is based in Mountainside, NJ and has been SEC-registered since 2021.
Talisman Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $212.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $212.8M |