FISCAL WISDOM WEALTH MANAGEMENT LLC
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Adviser Profile

As of Date 04/28/2026
Registration SEC, Approved, 08/03/2020
Other registrations (13)
ADV Location CANTON, CT, United States
Contact Info 678 xxxxxxx
Websites
AUM* 386,005,788 81%
of that, discretionary 386,005,788 81%
Number of Employees 18 -18%
of those in investment advisory functions 10 -23%
Private Fund GAV* 0
Avg Account Size 136,494 32%
% High Net Worth 1.84% 100%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

386M 331M 276M 221M 165M 110M 55M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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