Overview
Assets Under Management: $266 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 78
Average Client Assets: $2.3 million
Frequently Asked Questions
WISNIEWSKI 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 #150264), WISNIEWSKI WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
WISNIEWSKI WEALTH MANAGEMENT is headquartered in DALLAS, TX.
WISNIEWSKI WEALTH MANAGEMENT serves 78 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, WISNIEWSKI WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
WISNIEWSKI WEALTH MANAGEMENT manages $266 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, WISNIEWSKI WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.41%
Average Client Assets: $2.3 million
Total Client Accounts: 2,011
Discretionary Accounts: 1,735
Non-Discretionary Accounts: 276
Regulatory Filings
CRD Number: 150264
Filing ID: 2042702
Last Filing Date: 2026-03-23 12:06:11