Fiscal Wisdom Wealth Management LLC
Fiscal Wisdom Wealth Management LLC is an SEC-registered mass-market adviser in Canton, CT with $386.0M assets under management (AUM, regulatory AUM), +49% over one year. See who owns Fiscal Wisdom Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168299, SEC 801-119231, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $386.0M (2026-04-28)
- Firm type
- Mass-Market Adviser
- Location
- Canton, CT
- Employees
- 18
- Clients
- 2,828
- CRD
- 168299
- Ownership
- FORTRESS FINANCIAL HOLDING INC.; LENT, RAYMOND, LAWRENCE; CHIEN, ECHO, CHIAPING; CHADWICK, MICHAEL, EDWARD; FOX, RANDY, CLEVE
How much AUM does Fiscal Wisdom Wealth Management LLC have?
Fiscal Wisdom Wealth Management LLC reported $386.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Fiscal Wisdom Wealth Management LLC?
Disclosed owners and executives of Fiscal Wisdom Wealth Management LLC include FORTRESS FINANCIAL HOLDING INC., LENT, RAYMOND, LAWRENCE, CHIEN, ECHO, CHIAPING, CHADWICK, MICHAEL, EDWARD, FOX, RANDY, CLEVE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.