Overview
Assets Under Management: $405 million
Headquarters: MARIETTA, GA
High-Net-Worth Clients: 121
Average Client Assets: $2 million
Frequently Asked Questions
WISER WEALTH MANAGEMENT, INC 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 #125282), WISER WEALTH MANAGEMENT, INC is subject to fiduciary duty under federal law.
WISER WEALTH MANAGEMENT, INC is headquartered in MARIETTA, GA.
WISER WEALTH MANAGEMENT, INC serves 121 high-net-worth clients according to their SEC filing dated March 17, 2025. View client details ↓
According to their SEC Form ADV, WISER WEALTH MANAGEMENT, INC offers financial planning and portfolio management for individuals. View all service details ↓
WISER WEALTH MANAGEMENT, INC manages $405 million in client assets according to their SEC filing dated March 17, 2025.
According to their SEC Form ADV, WISER WEALTH MANAGEMENT, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 121
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.82
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,398
Discretionary Accounts: 1,392
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 125282
Filing ID: 1960281
Last Filing Date: 2025-03-17 16:53:00
Website: https://wiserinvestor.com