Skip to content
FI
RIA · CRD 121476State-Registered Investment Adviser

Updated:

FISCALWISE, INC.

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

Overview

FISCALWISE, INC. is a state-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.

General information

Firm type

RIA

Location

City

Media

Frequently asked questions

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.

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Research FISCALWISE, INC. in Altss

Explore available research and relationship coverage for this adviser in Altss.

Book a demo

Browse by category

More RIA profiles