FISHER & WIENS WEALTH MANAGEMENT, LLC
CRD #286079 SEC #801-108777 DANVILLE, CA 925-964-0090
SEC Registered
Total AUM
$231.6M
Discretionary
$231.6M
Employees
2
Clients
--
Accounts
550
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $231.6M | $231.6M | $0 | 2 | 0 |
| Oct 2024 | $219M | $219M | $0 | 2 | 0 |
| Mar 2024 | $219M | $219M | $0 | 2 | 0 |
| May 2023 | $185.6M | $185.6M | $0 | 2 | 0 |
| Mar 2023 | $185.6M | $185.6M | $0 | 2 | 0 |
| Dec 2022 | $221M | $221M | $0 | 3 | 0 |
| May 2022 | $221M | $221M | $0 | 3 | 0 |
| Mar 2022 | $221M | $221M | $0 | 3 | 0 |
| Mar 2021 | $190.4M | $190.4M | $0 | 3 | 0 |
| Jun 2020 | $171.8M | $171.8M | $0 | 3 | 0 |
| Feb 2020 | $171.8M | $171.8M | $0 | 3 | 0 |
| Jan 2019 | $138.9M | $138.9M | $0 | 3 | 0 |
| Feb 2018 | $154.9M | $142.2M | $12.7M | 1 | 0 |
| Oct 2017 | $127.1M | $127.1M | $0 | 4 | 0 |
| Jul 2017 | $127.1M | $127.1M | $0 | 4 | 0 |
| Apr 2017 | $127.1M | $127.1M | $0 | 4 | 0 |
| Jan 2017 | $0 | $0 | $0 | 4 | 0 |
| Jan 2017 | $0 | $0 | $0 | 4 | 0 |
| Dec 2016 | $0 | $0 | $0 | 4 | 0 |
| Dec 2016 | $0 | $0 | $0 | 4 | 0 |
| Dec 2016 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$231.6M
Discretionary$231.6M
Non-Disc.$0
Employees2
Clients0
DateOct 2024
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$185.6M
Discretionary$185.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$185.6M
Discretionary$185.6M
Non-Disc.$0
Employees2
Clients0
DateDec 2022
Total AUM$221M
Discretionary$221M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$221M
Discretionary$221M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$221M
Discretionary$221M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$190.4M
Discretionary$190.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$171.8M
Discretionary$171.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$171.8M
Discretionary$171.8M
Non-Disc.$0
Employees3
Clients0
DateJan 2019
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2018
Total AUM$154.9M
Discretionary$142.2M
Non-Disc.$12.7M
Employees1
Clients0
DateOct 2017
Total AUM$127.1M
Discretionary$127.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2017
Total AUM$127.1M
Discretionary$127.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2017
Total AUM$127.1M
Discretionary$127.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0