RIA Intelligence

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)

NameTypeTitle / StatusOwnershipControl
GRANIZO, FRANCIS, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
GRANIZO, FRANCIS, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
GRANIZO, FRANCIS, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
GRANIZO, FRANCIS, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
GRANIZO, FRANCIS, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
GRANIZO, FRANCIS, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
GRANIZO, FRANCIS, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
GRANIZO, FRANCIS, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
GRANIZO, FRANCIS, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
GRANIZO, FRANCIS, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
GRANIZO, FRANCIS, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
GRANIZO, FRANCIS, EDWARDIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERD Control
KIRBY, JENNIFER, PREWITTIMANAGING MEMBERD Control
KIRBY, JENNIFER, PREWITTIMANAGING MEMBERD Control
KIRBY, JENNIFER, PREWITTIMANAGING MEMBERD Control
KIRBY, JENNIFER, PREWITTIMANAGING MEMBERD Control
KIRBY, JENNIFER, PREWITTIMANAGING MEMBERD Control
KIRBY, JENNIFER, PREWITTIMANAGING MEMBERD Control
KIRBY, JENNIFER, PREWITTIMANAGING MEMBERD Control
KIRBY, JENNIFER, PREWITTIMANAGING MEMBERD Control
KIRBY, JENNIFER, PREWITTIMANAGING MEMBERD Control
KIRBY, JENNIFER, PREWITTIMANAGING MEMBERD Control
KIRBY, JENNIFER, PREWITTIMANAGING MEMBERD Control
KIRBY, JENNIFER, PREWITTIMANAGING MEMBERD Control

Registrations

Federal

IA
Mar 30, 2025 REGISTERED

Notice Filings (4)

FL NC NJ NY

Address

1162 SPRINGFIELD AVE
2ND FLOOR
MOUNTAINSIDE, NJ 07092
United States
Phone: (908) 519-8120