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FISCAL WISDOM WEALTH MANAGEMENT LLC

CANTON, CT · CRD 168299 · IAPD ↗ · fiscalwisdom.com · 678-202-4066

$386.0MRegulatory AUM
10Advisory reps
18Employees
0Clients
0Planning clients
0Private funds
35States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — FISCAL WISDOM WEALTH MANAGEMENT LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — FISCAL WISDOM WEALTH MANAGEMENT LLC shrank from 13 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
67
April 2026 — FISCAL WISDOM WEALTH MANAGEMENT LLC reported RAUM up 49% ($259.8M -> $386.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — FISCAL WISDOM WEALTH MANAGEMENT LLC now reports custody of client assets ($144,191).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
25
February 2024 — FISCAL WISDOM WEALTH MANAGEMENT LLC changed its website from sevenventures.org to fiscalwisdom.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
February 2024 — PORTSMOUTH - SMARTLIFE FINANCIAL GROUP, LLC is now doing business as FISCAL WISDOM WEALTH MANAGEMENT LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.