Fisher & Wiens Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Danville, CA. Its latest Form ADV filing, dated March 4, 2026, reports $250M in regulatory assets under management, 1 employee, and 560 accounts.
Assets Under Management
$250M
Employees
1
Offices
--
Total Clients
300
Primary office
DANVILLE, CA
931 HARTZ AVENUE, SUITE 201, DANVILLE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.7% of total clients.
Top client categories% of clientsClients
1
HNWI
50.7%
152
2
Individuals
49.3%
148
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$250Mas of March 4, 2026
Discretionary100.0%
$250M
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$250M
Total Accounts560
10Y AUM Change+$250M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee300:1
10Y Employee Change-3 (-75.0%)
* 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.