Fisher & Wiens Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
931 Hartz Way, Suite 201
Danville CA 94526
Advisors at this office
1
Most active in
California · Idaho · Nebraska · Nevada · New Hampshire · Oregon · Texas · Washington
Also doing business as
Ffisher And Wiens Wealth Management · Fisher & Wiens Wealth Management, LLC · Fisher And Wiens Wealth Management · Fisher And Wiens Wealth Management, LLC · Fisher, Beau & Mitchel
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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