Overview
Assets Under Management: $128 million
High-Net-Worth Clients: 97
Average Client Assets: $1.1 million
Frequently Asked Questions
WISER ADVISOR GROUP 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 #326579), WISER ADVISOR GROUP is subject to fiduciary duty under federal law.
WISER ADVISOR GROUP serves 97 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, WISER ADVISOR GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WISER ADVISOR GROUP manages $128 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, WISER ADVISOR GROUP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.47%
Average Client Assets: $1.1 million
Total Client Accounts: 155
Discretionary Accounts: 154
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 326579
Filing ID: 2037906
Last Filing Date: 2026-03-25 17:36:21