Fisher & Wiens Wealth Management, LLC
Fisher & Wiens Wealth Management, LLC is an SEC-registered mass-market adviser in Danville, CA with $250.3M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Fisher & Wiens Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286079, SEC 801-108777, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $250.3M (2026-03-04)
- Firm type
- Mass-Market Adviser
- Location
- Danville, CA
- Employees
- 1
- Clients
- 300
- CRD
- 286079
- Ownership
- FISHER, BEAU, MITCHEL; BEAU FISHER & STACY FISHER REVOCABLE TRUST 10/29/2008; FISHER, STACY; BEAU FISHER & STACY FISHER REVOCABLE TRUST
How much AUM does Fisher & Wiens Wealth Management, LLC have?
Fisher & Wiens Wealth Management, LLC reported $250.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Fisher & Wiens Wealth Management, LLC?
Disclosed owners and executives of Fisher & Wiens Wealth Management, LLC include FISHER, BEAU, MITCHEL, BEAU FISHER & STACY FISHER REVOCABLE TRUST 10/29/2008, FISHER, STACY, BEAU FISHER & STACY FISHER REVOCABLE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.