Fiscal Wisdom Wealth Management LLC

Firm record

As recorded in SEC IAPD

Firm CRD

168299

SEC number

801-119231

Firm type

RIA

Assets under management

$386.0M as of Apr 28, 2026

Website

www.fiscalwisdom.com ↗

Phone

678-202-4066

Address

61 Maple Avenue, Canton, CT, 06019

Advisors at this firm

12 in our index · page 1 of 1

• Renee Eva AmochaevCRD 3253371 · Santa Rosa, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael Alfonse BarattaCRD 4546087 · Atlanta, GA
  IA RegisteredBroker
• Richard Allen BeanCRD 2084660 · Manchester, NH
  IA Registered
  Disclosure event(s) on record
• Michael Edward ChadwickCRD 2538140 · Canton, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Allen Edward DunahooCRD 5137316 · Thomaston, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Max D IsaacmanCRD 255391 · San Francisco, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jessica MartinCRD 6161658 · Canton, CT
  IA Registered
• Alexander Bernd OverkampCRD 4129277 · Thomaston, CT
  IA RegisteredBroker
• Daniel A. RobertsCRD 2208120 · Parrish, FL
  IA RegisteredBroker
• Benjamin Graham StilleCRD 4782663 · Delray Beach, FL
  IA Registered
• Coty SheanCRD 6876802 · Canton, CT
  IA RegisteredRegistration inactive
• Travis Masaichi TazawaCRD 5867568 · Hilo, HI
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.