MOUNTAINSIDE, NJCRD 313283Latest ADV March 31, 2026
Talisman Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mountainside, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $251M in regulatory assets under management, 4 employees, and 557 accounts.
Assets Under Management
$251M
Employees
4
Offices
--
Total Clients
141
Primary office
MOUNTAINSIDE, NJ
1162 SPRINGFIELD AVE, 2ND FLOOR, MOUNTAINSIDE, NJ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.8% of total clients.
Top client categories% of clientsClients
1
Individuals
51.8%
73
2
HNWI
48.2%
68
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$251Mas of March 31, 2026
Discretionary100.0%
$251M
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$251M
Total Accounts557
10Y AUM Change+$251M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee35:1
10Y Employee Change+1 (+33.3%)
* 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.