Fisher & Wiens Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$248,841,000
Clients
300
51% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
300
Very HighAverage account size
$829,470
About
Fisher & Wiens Wealth Management serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with investment advisory, asset management, and financial planning services. The firm offers comprehensive portfolio management and also places client assets in LPL-sponsored programs, including Optimum Market Portfolios, Model Wealth Portfolios, and Personal Wealth Portfolios.
The firm operates as a fiduciary and provides individualized, discretionary portfolio management that combines asset-allocation analysis with fundamental and technical methods. Portfolios may include individual stocks and bonds, mutual funds, ETFs, options, and structured products and are continuously monitored and rebalanced to align with client goals and risk tolerance.
Fisher & Wiens’ Form ADV reports $250,341,000 in discretionary assets under management and about 300 clients, reflecting an unusually high AUM and client load per advisor relative to peers. The brochure notes the firm’s reliance on LPL Financial as custodian and platform partner, discloses affiliated commissionable broker-dealer activity, and directs readers to third-party resources such as the SEC’s adviserinfo site and the firm’s website for additional information.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0+: Up to 2.50% $15,000+: Negotiable (Optimum Market Portfolios Program) $100,000+: Negotiable (Model Wealth Portfolios Program) $250,000+: Negotiable (Personal Wealth Portfolios Program)
Representatives receive commissions from sales of securities and mutual funds; conflicts disclosed.
Account minimum: $1,000,000
Main office location
Fisher & Wiens Wealth Management, LLC
931 Hartz Avenue, Suite 201
Danville CA 94526, United States
Number of offices
1
Most active in
Fisher & Wiens Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Idaho · Nebraska · Nevada · New Hampshire · Oregon · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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