Fiscal Wisdom Wealth Management LLC

Overview

Fiscal Wisdom Wealth Management LLC is an SEC registered investment adviser based in Collinsville, CT, registered since 2013. It reports $386M in assets under management across 2,828 accounts, with 18 employees. It has 11 investment adviser representatives.

Reported AUM

$386M

Discretionary

100%

Accounts

2,828

Average account

$136K

Employees

18

Advisory reps

11

Registered since

2013

Jurisdictions

35

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges, Other Fees and Percentage of Assets

Executive officers 2 of 2

• Michael Edward Chadwick Part Owner CRD 2538140
• Daniel Anthony Roberts Chief Compliance Officer CRD 2208120

Advisory reps 3 of 11

• Renee Eva Amochaev Investment Adviser Rep CRD 3253371
• Michael Alfonse Baratta Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4546087
• Richard A Bean Jr. Insurance Agent · Investment Adviser Rep CRD 2084660

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

61 Maple Ave
Collinsville, CT 06019

County

Capitol

Metro area

Hartford-East Hartford-Middletown, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 35 jurisdictions
• Website: fiscalwisdom.com

Every state, with registration dates

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