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FISCAL WISDOM WEALTH MANAGEMENT LLC

dba FISCAL WISDOM WEALTH MANAGEMENT LLC · CRD 168299 · Registered Investment Adviser

FISCAL WISDOM WEALTH MANAGEMENT LLC is a Registered Investment Adviser headquartered in CANTON, CT. The firm reports $386,005,788 in regulatory assets under management across 2,828 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$386,005,788
Non-discretionary$0
Total RAUM$386,005,788
Accounts2,828

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 168299. adviserinfo.sec.gov/firm/summary/168299.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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