FISCALWISE, INC.

FISCALWISE, INC. is an SEC-registered investment adviser with approximately $12 million in regulatory assets under management. The firm has 1 employee and 1...

FISCALWISE, INC.

FISCALWISE, INC. is an SEC-registered investment adviser with approximately $12 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

Website

fiscalwise.com

General information

Firm type

Family Office

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

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Corporate office

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Who runs investment decisions at Fiscalwise, Inc.?

No principals or investment committee members have been publicly identified. The firm's corporate filings do not name executive officers or directors, and no interviews or announcements exist in public records (per state business registry).

What is the wealth origin behind Fiscalwise, Inc.?

The source of capital is undisclosed. No family name, industry background, or fortune has been associated with this entity in any public document or media report.

Does Fiscalwise, Inc. invest directly in companies or through funds?

No investment activity — direct or indirect — has been recorded in public databases, securities filings, or news reports. The firm's portfolio and deal structure are unknown.

Is Fiscalwise, Inc. related to any known family office or investment firm?

No affiliates, subsidiaries, or parent entities have been publicly identified. The firm appears as a standalone corporation in state registries, with no linkages to other entities (per public record).

How can one verify the existence or activity of Fiscalwise, Inc.?

The firm is registered as a corporate entity in certain US states, but no business operations, licensing, or regulatory filings beyond incorporation have been found. It may be dormant or solely a legal shell.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.