Fisher & Wiens Wealth Management, LLC
SEC RegisteredStrive to protect, manage, and grow a lifetime of wealth
About the firm
Fisher & Wiens is a financial advisory firm that listens to each client's unique story to form relationships and collaborate in stewarding their resources. They serve as educators in the complex financial world and keep the client as their first concern, acting honestly and proactively to protect clients' financial situations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investing, guided by a philosophy that is value conscious, fundamental, research driven, conservative, and common sense focused, with a goal of preserving client assets while achieving realistic returns.
Who they serve
Individuals who seek a financial professional to help protect, manage, and grow their wealth, including those with questions that go beyond investments.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 148 | $64M |
| High Net Worth Individuals | 152 | $185M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Fisher & Wiens Wealth Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched