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Investment adviser representative · Wealth More Enterprise, Inc.

Desiree Fisher

CRD 7419958 · Philadelphia, PA

At a glance

Desiree Fisher is an investment adviser representative with Wealth More Enterprise, Inc. in Philadelphia, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Desiree’s SEC record dates to 2021, about 5 years ago. Designations on file: Certified Financial Planner.

Current advisory firms

  • Wealth More Enterprise, Inc.Since January 2026Philadelphia, PA · $0M in regulatory assets
  • Capital Area Planning GroupSince October 2024Washington, DC · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2021 (5 years)
Designations
Certified Financial Planner
Exams
Series 65
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Desiree’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
6 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

More at Wealth More Enterprise, Inc.

Every advisor at Wealth More Enterprise, Inc. →Wealth More Enterprise, Inc.: assets, clients and custodians →Financial advisors in Philadelphia, PA →Every Wealth More Enterprise, Inc. advisor in Philadelphia →Advisor Moves: who changed firms this week →