# Talisman Wealth Advisors, LLC

> Talisman Wealth Advisors, LLC is an SEC-registered investment advisory firm in Mountainside, NJ, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 313283
- Filed as: TALISMAN WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mountainside, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313283
- AdvisorCensus page: https://advisorcensus.com/firm/talisman-wealth-advisors-llc-mountainside-nj-313283

## Quick answers

**How is Talisman Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Talisman Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Talisman Wealth Advisors, LLC located?**
Talisman Wealth Advisors, LLC's principal office is in Mountainside, NJ, according to its Form ADV.

**Is Talisman Wealth Advisors, LLC registered with the SEC or a state?**
Talisman Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313283.

**How much does Talisman Wealth Advisors, LLC manage?**
Talisman Wealth Advisors, LLC reports $251,337,097 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Talisman Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Talisman Wealth Advisors, LLC: Regulatory assets under management: $107,249,058 in the October 2021 data and $251,337,097 in the October 2026 data, up 134%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Talisman Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (73); high net worth individuals (68).

**Which custodians does Talisman Wealth Advisors, LLC use?**
Talisman Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Talisman Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313283

**What changed in Talisman Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $212,797,046 to $251,337,097 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $251,337,097
- Discretionary: $251,337,097
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 73 | $33,504,803 |
| High net worth individuals | 68 | $215,755,824 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,076,470 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, NC, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- talismanwealthadvisors.com
- Facebook @talismanwealthadvisors
- Instagram @talisman.wealth.advisors
- LinkedIn @talismanwealthadvisors
- YouTube @TalismanWealthAdvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $107,249,058 | 3 | August 13, 2021 |
| October 2022 | $139,579,244 | 3 | March 22, 2022 |
| October 2023 | $139,676,200 | 3 | March 31, 2023 |
| October 2024 | $192,138,056 | 3 | August 21, 2024 |
| October 2025 | $212,797,046 | 4 | March 30, 2025 |
| October 2026 | $251,337,097 | 4 | March 31, 2026 |

Regulatory assets under management: $107,249,058 in the October 2021 data and $251,337,097 in the October 2026 data, up 134%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $212,797,046 to $251,337,097 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Talisman Wealth Advisors, LLC (CRD 313283): Form ADV filing data as of October 2026.