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Fiscal Wisdom Holdings Inc.

OwnerFiscal Wisdom Wealth Management LLC

About Fiscal Wisdom Holdings Inc.

Fiscal Wisdom Holdings Inc. is listed as Owner at Fiscal Wisdom Wealth Management LLC in Canton, CT. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Fiscal Wisdom Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Fiscal Wisdom Holdings Inc. work?

Fiscal Wisdom Holdings Inc. is listed as Owner at Fiscal Wisdom Wealth Management LLC on SEC Form ADV.

How much of Fiscal Wisdom Wealth Management LLC does Fiscal Wisdom Holdings Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Fiscal Wisdom Wealth Management LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2023