FISCAL WISDOM WEALTH MANAGEMENT LLC
CRD #168299 SEC #801-119231 CANTON, CT 678-202-4066
SEC Registered
Total AUM
$259.8M
Discretionary
$259.8M
Employees
22
Clients
0
Accounts
2,579
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $259.8M | $259.8M | $0 | 22 | 0 |
| Aug 2025 | $259.8M | $259.8M | $0 | 22 | 0 |
| Apr 2025 | $259.8M | $259.8M | $0 | 22 | 0 |
| Apr 2025 | $259.8M | $259.8M | $0 | 22 | 0 |
| Mar 2025 | $259.8M | $259.8M | $0 | 22 | 0 |
| Sep 2024 | $213.8M | $213.8M | $0 | 22 | 0 |
| Mar 2024 | $213.8M | $213.8M | $0 | 22 | 0 |
| Feb 2024 | $216M | $216M | $0 | 11 | 0 |
| Jan 2024 | $216M | $216M | $0 | 11 | 0 |
| Jan 2024 | $216M | $216M | $0 | 11 | 0 |
| Dec 2023 | $216M | $216M | $0 | 11 | 0 |
| Dec 2023 | $216M | $216M | $0 | 11 | 0 |
| Dec 2023 | $216M | $216M | $0 | 11 | 0 |
| Nov 2023 | $216M | $216M | $0 | 11 | 0 |
| Jul 2023 | $216M | $216M | $0 | 11 | 0 |
| May 2023 | $216M | $216M | $0 | 11 | 0 |
| Feb 2023 | $216M | $216M | $0 | 11 | 0 |
| Feb 2023 | $216M | $216M | $0 | 11 | 0 |
| Jan 2023 | $216M | $216M | $0 | 11 | 0 |
| Jan 2023 | $213M | $213M | $0 | 13 | 0 |
| Jan 2023 | $213M | $213M | $0 | 13 | 0 |
| Nov 2022 | $201.4M | $201.4M | $0 | 15 | 0 |
| Oct 2022 | $201.4M | $201.4M | $0 | 15 | 0 |
| Jun 2022 | $170.8M | $170.8M | $0 | 15 | 0 |
| May 2022 | $170.8M | $170.8M | $0 | 15 | 0 |
| Mar 2022 | $170.8M | $170.8M | $0 | 14 | 0 |
| Feb 2022 | $166.7M | $166.7M | $0 | 14 | 0 |
| Feb 2022 | $108.9M | $108.9M | $0 | 16 | 0 |
| Sep 2021 | $108.9M | $108.9M | $0 | 16 | 0 |
| May 2021 | $108.9M | $108.9M | $0 | 16 | 0 |
| Apr 2021 | $108.9M | $108.9M | $0 | 16 | 0 |
| Mar 2021 | $108.9M | $108.9M | $0 | 16 | 0 |
| Dec 2020 | $138.2M | $116.9M | $21.2M | 11 | 0 |
| Nov 2020 | $138.2M | $116.9M | $21.2M | 11 | 0 |
| Nov 2020 | $138.2M | $116.9M | $21.2M | 11 | 0 |
| Oct 2020 | $138.2M | $116.9M | $21.2M | 10 | 0 |
| Sep 2020 | $138.2M | $116.9M | $21.2M | 10 | 0 |
| Sep 2020 | $138.2M | $116.9M | $21.2M | 10 | 0 |
| Jul 2020 | $138.2M | $116.9M | $21.2M | 10 | 0 |
| Jul 2020 | $138.2M | $116.9M | $21.2M | 10 | 0 |
DateNov 2025
Total AUM$259.8M
Discretionary$259.8M
Non-Disc.$0
Employees22
Clients0
DateAug 2025
Total AUM$259.8M
Discretionary$259.8M
Non-Disc.$0
Employees22
Clients0
DateApr 2025
Total AUM$259.8M
Discretionary$259.8M
Non-Disc.$0
Employees22
Clients0
DateApr 2025
Total AUM$259.8M
Discretionary$259.8M
Non-Disc.$0
Employees22
Clients0
DateMar 2025
Total AUM$259.8M
Discretionary$259.8M
Non-Disc.$0
Employees22
Clients0
DateSep 2024
Total AUM$213.8M
Discretionary$213.8M
Non-Disc.$0
Employees22
Clients0
DateMar 2024
Total AUM$213.8M
Discretionary$213.8M
Non-Disc.$0
Employees22
Clients0
DateFeb 2024
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees11
Clients0
DateJan 2024
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees11
Clients0
DateJan 2024
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees11
Clients0
DateDec 2023
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees11
Clients0
DateDec 2023
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees11
Clients0
DateDec 2023
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees11
Clients0
DateNov 2023
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees11
Clients0
DateJul 2023
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees11
Clients0
DateMay 2023
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees11
Clients0
DateFeb 2023
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees11
Clients0
DateFeb 2023
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees11
Clients0
DateJan 2023
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees11
Clients0
DateJan 2023
Total AUM$213M
Discretionary$213M
Non-Disc.$0
Employees13
Clients0
DateJan 2023
Total AUM$213M
Discretionary$213M
Non-Disc.$0
Employees13
Clients0
DateNov 2022
Total AUM$201.4M
Discretionary$201.4M
Non-Disc.$0
Employees15
Clients0
DateOct 2022
Total AUM$201.4M
Discretionary$201.4M
Non-Disc.$0
Employees15
Clients0
DateJun 2022
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees15
Clients0
DateMay 2022
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees14
Clients0
DateFeb 2022
Total AUM$166.7M
Discretionary$166.7M
Non-Disc.$0
Employees14
Clients0
DateFeb 2022
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees16
Clients0
DateSep 2021
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees16
Clients0
DateMay 2021
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees16
Clients0
DateApr 2021
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees16
Clients0
DateMar 2021
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees16
Clients0
DateDec 2020
Total AUM$138.2M
Discretionary$116.9M
Non-Disc.$21.2M
Employees11
Clients0
DateNov 2020
Total AUM$138.2M
Discretionary$116.9M
Non-Disc.$21.2M
Employees11
Clients0
DateNov 2020
Total AUM$138.2M
Discretionary$116.9M
Non-Disc.$21.2M
Employees11
Clients0
DateOct 2020
Total AUM$138.2M
Discretionary$116.9M
Non-Disc.$21.2M
Employees10
Clients0
DateSep 2020
Total AUM$138.2M
Discretionary$116.9M
Non-Disc.$21.2M
Employees10
Clients0
DateSep 2020
Total AUM$138.2M
Discretionary$116.9M
Non-Disc.$21.2M
Employees10
Clients0
DateJul 2020
Total AUM$138.2M
Discretionary$116.9M
Non-Disc.$21.2M
Employees10
Clients0
DateJul 2020
Total AUM$138.2M
Discretionary$116.9M
Non-Disc.$21.2M
Employees10
Clients0