RIA Intel›Advisers›New Jersey›TALISMAN WEALTH ADVISORS, LLC

TALISMAN WEALTH ADVISORS, LLC

Advisory

N·MOUNTAINSIDE, NJ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$251M
1-Year AUM Growth
+37.6%
3-Year CAGR
+21.3%
Employees
2
Assets Under Management
Total AUM$251M
Discretionary AUM$251M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients131
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record10
First FilingMar 12, 2021
Latest FilingMar 31, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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