Talisman Wealth Advisors, LLC
Talisman Wealth Advisors, LLC is an SEC-registered wealth manager in Mountainside, NJ with $251.3M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Talisman Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313283, SEC 801-120785, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $251.3M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Mountainside, NJ
- Employees
- 4
- Clients
- 141
- CRD
- 313283
- Ownership
- GRANIZO, FRANCIS, EDWARD; KIRBY, JENNIFER, PREWITT
How much AUM does Talisman Wealth Advisors, LLC have?
Talisman Wealth Advisors, LLC reported $251.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Talisman Wealth Advisors, LLC?
Disclosed owners and executives of Talisman Wealth Advisors, LLC include GRANIZO, FRANCIS, EDWARD, KIRBY, JENNIFER, PREWITT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.