Data / Investment advisers / California / Fisher & Wiens Wealth Management, LLC
Fisher & Wiens Wealth Management, LLC, Danville, CA: $250 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Fisher & Wiens Wealth Management, LLC is an SEC registered investment adviser with its main office in Danville, California and reports $250 million in regulatory assets under management in its Form ADV filed March 4, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
The request: Watch Fisher & Wiens Wealth Management, LLC (CRD number 286079): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 286079
- SEC file number
- 801-108777
- SEC status
- Approved, effective December 16, 2016
- Main office
- 931 Hartz Avenue Suite 201, Danville, CA 94526
- Phone
- (925) 964-0090
- Website
- fisherandwiens.com
- Regulatory AUM
- $250,341,000 in the Form ADV filed March 4, 2026
- Discretionary AUM
- $250,341,000
- Accounts
- 560
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 152 | $185.3 million |
| Individuals (other than high net worth individuals) | 148 | $63.5 million |
| Corporations or other businesses | Fewer than 5 | $1.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $250.3 million | March 4, 2026 |
| December 1, 2025 | $231.6 million | March 27, 2025 |
Other advisers in Danville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ursa Fund Management LLC | Danville | $1.20 billion | 1 | adviserinfo.sec.gov |
| The Pacific Center for Financial Services | Danville | $1.10 billion | Not listed | adviserinfo.sec.gov |
| Encompass More Asset Management LLC | Danville | $984.9 million | 2 | adviserinfo.sec.gov |
| Andrews, Lucia Wealth Management LLC | Danville | $543.5 million | Not listed | adviserinfo.sec.gov |
| Greykasell Wealth Strategies, Inc. | Danville | $443.2 million | Not listed | adviserinfo.sec.gov |
| Gallagher Wealth Management | Danville | $123.5 million | Not listed | adviserinfo.sec.gov |
| Fullerton Advisors, LLC | Danville | $120.4 million | Not listed | adviserinfo.sec.gov |
| Pacific Wealth Advisory Services LLC | Danville | $96.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Danville, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Fisher & Wiens Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.