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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRANIZO, FRANCIS, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GRANIZO, FRANCIS, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GRANIZO, FRANCIS, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GRANIZO, FRANCIS, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GRANIZO, FRANCIS, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GRANIZO, FRANCIS, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GRANIZO, FRANCIS, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GRANIZO, FRANCIS, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GRANIZO, FRANCIS, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GRANIZO, FRANCIS, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GRANIZO, FRANCIS, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GRANIZO, FRANCIS, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| KIRBY, JENNIFER, PREWITT | I | MANAGING MEMBER | D | Control |
| KIRBY, JENNIFER, PREWITT | I | MANAGING MEMBER | D | Control |
| KIRBY, JENNIFER, PREWITT | I | MANAGING MEMBER | D | Control |
| KIRBY, JENNIFER, PREWITT | I | MANAGING MEMBER | D | Control |
| KIRBY, JENNIFER, PREWITT | I | MANAGING MEMBER | D | Control |
| KIRBY, JENNIFER, PREWITT | I | MANAGING MEMBER | D | Control |
| KIRBY, JENNIFER, PREWITT | I | MANAGING MEMBER | D | Control |
| KIRBY, JENNIFER, PREWITT | I | MANAGING MEMBER | D | Control |
| KIRBY, JENNIFER, PREWITT | I | MANAGING MEMBER | D | Control |
| KIRBY, JENNIFER, PREWITT | I | MANAGING MEMBER | D | Control |
| KIRBY, JENNIFER, PREWITT | I | MANAGING MEMBER | D | Control |
| KIRBY, JENNIFER, PREWITT | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Mar 30, 2025 REGISTERED
Notice Filings (4)
FL NC NJ NY
Address
1162 SPRINGFIELD AVE2ND FLOOR
MOUNTAINSIDE, NJ 07092
United States
Phone: (908) 519-8120