Fisher & Wiens Wealth Management provides portfolio management for individuals and small businesses, portfolio management for institutions, financial planning, and insurance.
Fisher & Wiens Wealth Management reports 300 clients. They include 152 high-net-worth individuals and 148 individual clients. Of its assets, 100.0% ($250M across 560 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 25% |
| High-net-worth individuals | 51% | 74% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 148 | $63.5M | 25.4% | $429K |
| High-net-worth individuals | 152 | $185M | 74.0% | $1.22M |
| Corporations and other businesses | Fewer than 5 | $1.5M | 0.6% | — |
| Total | 300 | $250M | 100% | — |
- Clients
- 148
- Regulatory AUM
- $63.5M
- AUM share
- 25.4%
- Avg. per client
- $429K
- Clients
- 152
- Regulatory AUM
- $185M
- AUM share
- 74.0%
- Avg. per client
- $1.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.5M
- AUM share
- 0.6%
- Avg. per client
- —
Total
- Clients
- 300
- Regulatory AUM
- $250M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Fisher & Wiens Wealth Management charges up to 2.50% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Fee details and sources
Beau Fisher & Stacy Fisher Revocable Trust owns 75% or more of Fisher & Wiens Wealth Management. The leadership team of Fisher & Wiens Wealth Management includes Chief Compliance Officer Beau Fisher. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Fisher & Wiens Wealth Management, LLC
Beau Fisher & Stacy Fisher Revocable Trust
Control person · since January 2017
Fisher & Wiens Wealth Management’s regulatory assets grew from $190M (March 2021) to $250M (March 2026); clients rose from 268 to 300 and employees fell from 3 to 1.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $250M | 300 | 1 | 1 |
| Mar 2025March 2025 | $232M | 250 | 2 | 2 |
| Mar 2024March 2024 | $219M | 301 | 2 | 1 |
| May 2023May 2023 | $186M | 297 | 2 | 1 |
| May 2022May 2022 | $221M | 302 | 3 | 1 |
| Mar 2021March 2021 | $190M | 268 | 3 | 1 |
Besides its headquarters, Fisher & Wiens Wealth Management has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 931 Hartz Avenue, Suite 201, DanvilleHQ
Contact and registration details
- Legal name
- Fisher & Wiens Wealth Management, LLC
- Headquarters
- 931 Hartz Avenue, Suite 201, Danville, CA 94526
- Website
- fisherandwiens.com
- Phone
- 925-964-0090
- SEC file
- 801-108777
- Founded
- 2014
- Structure
- California LLC
- Fiscal year end
- December
Fisher & Wiens Wealth Management’s named custodian for separately managed accounts is LPL Financial ($250M). Fisher & Wiens Wealth Management has custody of $62.2M for 140 clients.
- LPL FinancialLPL Financial LLC · Boston, MA · $250M100%
At year end, Fisher & Wiens Wealth Management’s separately managed accounts were mostly in funds (70%) and stocks (15%).
What the accounts hold
- Stocks15%
- Funds70%
- Bonds10%
- U.S. government and agency bonds5%
- Investment grade corporate bonds5%
- Cash5%
How many clients does Fisher & Wiens Wealth Management have?
Fisher & Wiens Wealth Management has 300 clients and manages $250 million for them, as of March 2026. They include 152 high-net-worth individuals and 148 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026
What services does Fisher & Wiens Wealth Management offer?
Fisher & Wiens Wealth Management provides portfolio management for individuals and small businesses, portfolio management for institutions, financial planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Fisher & Wiens Wealth Management charge?
Fisher & Wiens Wealth Management charges up to 2.50% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Which custodians does Fisher & Wiens Wealth Management use?
Fisher & Wiens Wealth Management’s separately managed account assets are held at LPL Financial LLC (Boston, MA), with $250M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026
How many financial advisors does Fisher & Wiens Wealth Management have?
Fisher & Wiens Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fisher & Wiens Wealth Management invest in?
At the end of its last fiscal year, Fisher & Wiens Wealth Management’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 5% U.S. government and agency bonds, 5% investment grade corporate bonds and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Fisher & Wiens Wealth Management have a minimum investment?
Yes, Fisher & Wiens Wealth Management’s minimum account size for its Comprehensive Portfolio Management is $1M.
Who owns Fisher & Wiens Wealth Management?
Fisher & Wiens Wealth Management’s direct owner is Beau Fisher & Stacy Fisher Revocable Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 March 2026
How does Fisher & Wiens Wealth Management get paid?
Fisher & Wiens Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Fisher & Wiens Wealth Management?
Fisher & Wiens Wealth Management’s main office is at 931 Hartz Avenue, Suite 201, Danville, CA 94526. Its phone number is 925-964-0090. Its website is fisherandwiens.com.