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Trustee · Fisher & Wiens Wealth Management, LLC

Stacy Fisher

CRD 6731461 · Named on Form ADV at one SEC-registered adviser

At a glance

Fisher & Wiens Wealth Management, LLC, an SEC-registered wealth manager based in Danville, CA with $250 million in regulatory assets, lists Stacy Fisher on its Form ADV as Trustee, a control person.

Firms and roles

AtlasMembers

Stacy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Beau M. FisherTrustee & Chief Compliance Officer, Fisher & Wiens Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stacy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.