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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FISHER, BEAU, MITCHEL | I | TRUSTEE & CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, BEAU, MITCHEL | I | TRUSTEE & CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, BEAU, MITCHEL | I | TRUSTEE & CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, BEAU, MITCHEL | I | TRUSTEE & CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, BEAU, MITCHEL | I | TRUSTEE & CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, BEAU, MITCHEL | I | TRUSTEE & CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, BEAU, MITCHEL | I | TRUSTEE & CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, BEAU, MITCHEL | I | TRUSTEE & CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, BEAU, MITCHEL | I | TRUSTEE & CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, BEAU, MITCHEL | I | TRUSTEE & CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, BEAU, MITCHEL | I | TRUSTEE & CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, BEAU, MITCHEL | I | TRUSTEE & CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, BEAU, MITCHEL | I | TRUSTEE & CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, BEAU, MITCHEL | I | TRUSTEE & CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, BEAU, MITCHEL | I | TRUSTEE & CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, BEAU, MITCHEL | I | TRUSTEE & CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, BEAU, MITCHEL | I | TRUSTEE & CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, BEAU, MITCHEL | I | TRUSTEE & CHIEF COMPLIANCE OFFICER | NA | Control |
| FISHER, STACY | I | TRUSTEE | NA | Control |
| FISHER, STACY | I | TRUSTEE | NA | Control |
| FISHER, STACY | I | TRUSTEE | NA | Control |
| FISHER, STACY | I | TRUSTEE | NA | Control |
| FISHER, STACY | I | TRUSTEE | NA | Control |
| FISHER, STACY | I | TRUSTEE | NA | Control |
| FISHER, STACY | I | TRUSTEE | NA | Control |
| FISHER, STACY | I | TRUSTEE | NA | Control |
| FISHER, STACY | I | TRUSTEE | NA | Control |
| FISHER, STACY | I | TRUSTEE | NA | Control |
| FISHER, STACY | I | TRUSTEE | NA | Control |
| FISHER, STACY | I | TRUSTEE | NA | Control |
| FISHER, STACY | I | TRUSTEE | NA | Control |
| FISHER, STACY | I | TRUSTEE | NA | Control |
| FISHER, STACY | I | TRUSTEE | NA | Control |
| FISHER, STACY | I | TRUSTEE | NA | Control |
| FISHER, STACY | I | TRUSTEE | NA | Control |
| FISHER, STACY | I | TRUSTEE | NA | Control |
| BEAU FISHER & STACY FISHER REVOCABLE TRUST | DE | MANAGING MEMBER | E | Control |
| BEAU FISHER & STACY FISHER REVOCABLE TRUST 10/29/2008 | DE | MANAGING MEMBER | E | Control |
| BEAU FISHER & STACY FISHER REVOCABLE TRUST 10/29/2008 | DE | MANAGING MEMBER | E | Control |
| BEAU FISHER & STACY FISHER REVOCABLE TRUST 10/29/2008 | DE | MANAGING MEMBER | E | Control |
| BEAU FISHER & STACY FISHER REVOCABLE TRUST 10/29/2008 | DE | MANAGING MEMBER | E | Control |
| BEAU FISHER & STACY FISHER REVOCABLE TRUST 10/29/2008 | DE | MANAGING MEMBER | E | Control |
| BEAU FISHER & STACY FISHER REVOCABLE TRUST 10/29/2008 | DE | MANAGING MEMBER | E | Control |
| BEAU FISHER & STACY FISHER REVOCABLE TRUST 10/29/2008 | DE | MANAGING MEMBER | E | Control |
| BEAU FISHER & STACY FISHER REVOCABLE TRUST 10/29/2008 | DE | MANAGING MEMBER | E | Control |
| BEAU FISHER & STACY FISHER REVOCABLE TRUST 10/29/2008 | DE | MANAGING MEMBER | E | Control |
| BEAU FISHER & STACY FISHER REVOCABLE TRUST 10/29/2008 | DE | MANAGING MEMBER | E | Control |
| BEAU FISHER & STACY FISHER REVOCABLE TRUST 10/29/2008 | DE | MANAGING MEMBER | E | Control |
| BEAU FISHER & STACY FISHER REVOCABLE TRUST 10/29/2008 | DE | MANAGING MEMBER | E | Control |
| BEAU FISHER & STACY FISHER REVOCABLE TRUST 10/29/2008 | DE | MANAGING MEMBER | E | Control |
| BEAU FISHER & STACY FISHER REVOCABLE TRUST 10/29/2008 | DE | MANAGING MEMBER | E | Control |
| BEAU FISHER & STACY FISHER REVOCABLE TRUST 10/29/2008 | DE | MANAGING MEMBER | E | Control |
| BEAU FISHER & STACY FISHER REVOCABLE TRUST 10/29/2008 | DE | MANAGING MEMBER | E | Control |
| BEAU FISHER & STACY FISHER REVOCABLE TRUST 10/29/2008 | DE | MANAGING MEMBER | E | Control |
| FISHER, BEAU, MITCHEL | I | SOLE PROPRIETOR & CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, BEAU, MITCHEL | I | SOLE PROPRIETOR & CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, BEAU, MITCHEL | I | SOLE PROPRIETOR & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (8)
CA ID NE NH NV OR TX WA
Address
931 HARTZ AVENUESUITE 201
DANVILLE, CA 94526
United States
Phone: 925-964-0090