Fiscal Wisdom Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Canton, CT. Its latest Form ADV filing, dated April 28, 2026, reports $386M in regulatory assets under management, 18 employees, 8 offices, and 2,828 accounts.
Top client segmentIndividuals represent 92.8% of total clients.
Top client categories% of clientsClients
1
Individuals
92.8%
2,624
2
Pension Plans
4.8%
137
3
HNWI
1.8%
52
4
Corporations
0.5%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$386Mas of April 28, 2026
Discretionary100.0%
$386M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$386M
Total Accounts2,828
10Y AUM Change+$248M (+179.4%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee157:1
10Y Employee Change+8 (+80.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.