Renee Eva Amochaev
Investment adviser representative at Fiscal Wisdom Wealth Management LLC
13 yearsExperience
6 statesRegistered in
$386MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Fiscal Wisdom Wealth Management, LLCSep 2020 to now
- Portsmouth-smartlife Financial Group, LLCJan 2021 to Sep 2024
- Smartlife Financial Group, LLCAug 2020 to Jan 2021
- Portsmouth FinancialSep 2013 to Sep 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, HI, NM, OR, UT).
Fiscal Wisdom Wealth Management LLC
$386MAssets managed
2,828Clients
11Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3253371
- Firm CRD
- 168299