Overview
Assets Under Management: $131 million
Headquarters: WINCHESTER, VA
High-Net-Worth Clients: 70
Average Client Assets: $1.0 million
Frequently Asked Questions
WISEMAN & ASSOCIATES WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169677), WISEMAN & ASSOCIATES WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
WISEMAN & ASSOCIATES WEALTH MANAGEMENT is headquartered in WINCHESTER, VA.
WISEMAN & ASSOCIATES WEALTH MANAGEMENT serves 70 high-net-worth clients according to their SEC filing dated May 24, 2018. View client details ↓
According to their SEC Form ADV, WISEMAN & ASSOCIATES WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
WISEMAN & ASSOCIATES WEALTH MANAGEMENT manages $131 million in client assets according to their SEC filing dated May 24, 2018.
According to their SEC Form ADV, WISEMAN & ASSOCIATES WEALTH MANAGEMENT serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.44%
Average Client Assets: $1.0 million
Total Client Accounts: 256
Discretionary Accounts: 256
Regulatory Filings
CRD Number: 169677
Filing ID: 1220078
Last Filing Date: 2018-05-24 14:09:00