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WISER WEALTH MANAGEMENT, INC
CRD 125282 · SEC 801-120669
125 CHURCH ST, SUITE 220, MARIETTA, GA, 30060, United States
Phone
678-905-4450
Fax
678-264-0989
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$513.6M
Discretionary AUM
$501.7M
Team
11 total employees; 5 advisory reps; 105 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 365 | $143.7M |
| High net worth individuals | 156 | $358.0M |
| Pension/profit sharing plans | 7 | $11.9M |
States served
GA, LA, MN, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD