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TALISMAN WEALTH ADVISORS, LLC

MOUNTAINSIDE, NJ · CRD 313283 · IAPD ↗ · talismanwealthadvisors.com · (908) 519-8120

$251.3MRegulatory AUM
2Advisory reps
4Employees
4Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — TALISMAN WEALTH ADVISORS, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
September 2024 — TALISMAN WEALTH ADVISORS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2024 — TALISMAN WEALTH ADVISORS, LLC reported RAUM up 38% ($139.7M -> $192.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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