← Directory
FISCAL WISDOM WEALTH MANAGEMENT LLC
CRD 168299File 801-119231
APPROVED
Retail clients
Custody
Filing as of Apr 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$386.0M
Below cohort median (national)
Discretionary AUM
$386.0M
Clients
2,828
2,828 accounts
Employees
18
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 3, 2020
- Principal office
- 61 MAPLE AVENUE, CANTON, CT, 06019
- Phone
- 678-202-4066
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $386.0M
- Discretionary AUM
- $386.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,828
- Non-discretionary accounts
- 0
- Total accounts
- 2,828
- AUM per client
- $136K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $4.1M |
| High net worth individuals | 52 | $87.3M |
| Pension and profit sharing plans | 137 | $13.1M |
| Individuals (other than high net worth individuals) | 2,624 | $281.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — SOLICITOR FEES
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.