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FISHER & WIENS WEALTH MANAGEMENT, LLC

DANVILLE, CA · CRD 286079 · IAPD ↗ · fisherandwiens.com · 925-964-0090

$250.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2025 — FISHER & WIENS WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
46
April 2024 — FISHER & WIENS WEALTH MANAGEMENT, LLC notice-filed in NE, NH, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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