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FISHER & WIENS WEALTH MANAGEMENT, LLC
CRD 286079File 801-108777
APPROVED
Retail clients
Custody
Filing as of Mar 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$250.3M
Below cohort median (national)
Discretionary AUM
$250.3M
Clients
300
560 accounts
Employees
1
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Dec 16, 2016
- Principal office
- 931 HARTZ AVENUE, SUITE 201, DANVILLE, CA, 94526
- Phone
- 925-964-0090
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $250.3M
- Discretionary AUM
- $250.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 560
- Non-discretionary accounts
- 0
- Total accounts
- 560
- AUM per client
- $834K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.5M |
| High net worth individuals | 152 | $185.3M |
| Individuals (other than high net worth individuals) | 148 | $63.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 2 | 1 | decreased by1 |
| Apr 1, 2026 | Clients | 250 | 300 | increased by50 |
| Apr 1, 2026 | AUM | $231,600,000 | $250,341,000 | increased by$18,741,000 |
| Apr 1, 2026 | Accounts | 550 | 560 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 2 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 302 | 250 | decreased by52 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $220,954,908 | $231,600,000 | increased by$10,645,092 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 676 | 550 | decreased by126 |
| Apr 1, 2022 | Clients | 268 | 302 | increased by34 |
| Apr 1, 2022 | AUM | $190,424,543 | $220,954,908 | increased by$30,530,365 |
| Apr 1, 2022 | Accounts | 494 | 676 | increased by182 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FISHER WIENS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FISHER WIENS” may also match similarly-named firms). Confirm identity against each filing.
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.