# FISCAL WISDOM WEALTH MANAGEMENT LLC

FISCAL WISDOM WEALTH MANAGEMENT LLC of CANTON, CT is an SEC-registered investment adviser.

## Registration

- CRD: 168299
- Type: SEC-registered investment adviser
- SEC file number: 801-119231
- Location: 61 MAPLE AVENUE, CANTON, CT, 06019
- Phone: 678-202-4066
- Latest filing: 2026-04-28
- Regulatory AUM: $386.0M
- Discretionary AUM: $386.0M
- Clients: 18
- Accounts: 2,828

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Anthony Roberts | CCO | — |
| Michael Edward Chadwick | CEO; CEO OWNER | — |
| LENT RAYMOND LAWRENCE | PART OWNER; PART-OWNER | — |
| ROBERTS DANIEL ANTHONY | CCO | — |
| BARATTA MICHAEL ALFONSE | CEO; SOLE OWNER/ PRESIDENT/ DIRECTOR | — |
| FOX RANDY CLEVE | CHIEF COMPLIANCE OFFICER | — |
| ACKERMAN KENNETH MICHAEL | CHIEF COMPLIANCE OFFICER/PRESIDENT; CHIEF OPERATING OFFICER | — |
| CHIEN ECHO CHIAPING | PART OWNER; PART-OWNER | — |
| CHADWICK MICHAEL EDWARD | CEO; CEO OWNER; PART OWNER (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168299/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168299/similar
- Related entities: https://search.stillhousedata.com/firm/168299/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168299

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.