← Back to searchVisit website
TALISMAN WEALTH ADVISORS, LLC
CRD 313283 · SEC 801-120785
1162 SPRINGFIELD AVE, 2ND FLOOR, MOUNTAINSIDE, NJ, 07092, United States
Phone
(908) 519-8120
Fax
(908) 952-0360
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$251.3M
Discretionary AUM
$251.3M
Team
4 total employees; 2 advisory reps; 4 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $33.5M |
| High net worth individuals | 68 | $215.8M |
States served
NJ, NY, NC, FL
All web addresses on file
Official SEC filing: View on IAPD