Fiscal Wisdom Wealth Management LLC

Fiscal Wisdom Wealth Management LLC (CRD# 168299) is a financial advisory firm headquartered in Canton, CT. They manage $213,793,318 in 2,064 accounts and serve the financial needs of clients across 34 states (or territories).

Current Firm Details
61 Maple Avenue, Canton, CT 06019
https://www.fiscalwisdom.com/
By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    2,064
    ACCOUNTS
  • Average Account Value
    $103,582
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, KY, MA, MD, ME, MI, MN, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA

Financial Advisors at Fiscal Wisdom Wealth Management LLC
Showing 1 - 7 of 7 top financial advisors.
1
Renee Amochaev, financial advisor Canton CT
Renee E. Amochaev
CRD#: 3253371
61 Maple Avenue, Canton, CT 06019

Renee Amochaev (CRD# 3253371) is an Investment Advisor Representative working at Fiscal Wisdom Wealth Management LLC in Canton, CT and has over 24 years of experience in the finance industry.

2
Michael Chadwick, financial advisor Canton CT
Michael E. Chadwick
CRD#: 2538140
61 Maple Avenue, Canton, CT 06019

Michael Chadwick (CRD# 2538140) is an Investment Advisor Representative working at Fiscal Wisdom Wealth Management LLC in Canton, CT and has over 25 years of experience in the finance industry.

3
Gregory Graves, financial advisor Bremerton WA
Gregory N. Graves
CRD#: 6476840
3411 Longhorn Dr Nw, Bremerton, WA 98312

Gregory Graves (CRD# 6476840) is an Investment Advisor Representative working at Fiscal Wisdom Wealth Management LLC in Bremerton, WA and has over 8 years of experience in the finance industry.

4
Shih Hua Liu, financial advisor Cupertino CA
Shih Hua Liu
CRD#: 6115449
Cupertino, CA

Shih Hua Liu (CRD# 6115449) is an Investment Advisor Representative working at Fiscal Wisdom Wealth Management LLC in Cupertino, CA and has over 10 years of experience in the finance industry.

5
Alexander Overkamp, financial advisor Canton CT
Alexander B. Overkamp
CRD#: 4129277
61 Maple Avenue, Canton, CT 06019

Alexander Overkamp (CRD# 4129277) is an Investment Advisor Representative working at Fiscal Wisdom Wealth Management LLC in Canton, CT and has over 21 years of experience in the finance industry.

6
Travis Tazawa, financial advisor Canton CT
Travis M. Tazawa
CRD#: 5867568
61 Maple Avenue, Canton, CT 06019

Travis Tazawa (CRD# 5867568) is an Investment Advisor Representative working at Fiscal Wisdom Wealth Management LLC in Canton, CT and has over 13 years of experience in the finance industry.

7
Michael Baratta, financial advisor Atlanta GA
Michael A. Baratta
CRD#: 4546087
6190 Powers Ferry Road Nw, Suite 505, Atlanta, GA 30339

Michael Baratta (CRD# 4546087) is an Investment Advisor Representative working at Fiscal Wisdom Wealth Management LLC in Atlanta, GA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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