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Multi-Family OfficeRIA · CRD 286079SEC-Registered

Updated:

Fisher & Wiens Wealth Management

FISHER & WIENS WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in DANVILLE, CA, registered since 2016. The firm manages approximately $250...

Overview

FISHER & WIENS WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in DANVILLE, CA, registered since 2016. The firm manages approximately $250 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Corporate office

United States

Sector focus

Wealth Management

Frequently asked questions

Who runs investment decisions at Fisher & Wiens Wealth Management?

The principals and investment committee members at Fisher & Wiens are not named in public sources. Prospective clients or counterparties should request this information directly from the firm during due diligence. Unlike larger multi-family offices that publicize their CIO or managing partners, Fisher & Wiens maintains a low public profile.

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