TALISMAN WEALTH ADVISORS, LLC
CRD #313283 SEC #801-120785 MOUNTAINSIDE, NJ (908) 519-8120
SEC Registered
Total AUM
$212.8M
Discretionary
$212.8M
Employees
4
Clients
51
Accounts
513
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $212.8M | $212.8M | $0 | 4 | 3 |
| Aug 2024 | $192.1M | $192.1M | $0 | 3 | 0 |
| Mar 2024 | $192.1M | $192.1M | $0 | 3 | 0 |
| Mar 2023 | $139.7M | $139.7M | $0 | 3 | 0 |
| Mar 2022 | $139.6M | $139.6M | $0 | 3 | 0 |
| Dec 2021 | $107.2M | $107.2M | $0 | 3 | 0 |
| Aug 2021 | $107.2M | $107.2M | $0 | 3 | 0 |
| May 2021 | $0 | $0 | $0 | 3 | 0 |
| Apr 2021 | $0 | $0 | $0 | 3 | 0 |
| Apr 2021 | $0 | $0 | $0 | 3 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$212.8M
Discretionary$212.8M
Non-Disc.$0
Employees4
Clients3
DateAug 2024
Total AUM$192.1M
Discretionary$192.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$192.1M
Discretionary$192.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees3
Clients0
DateDec 2021
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0