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WISEMAN & ASSOCIATES WEALTH MANAGEMENT
WISEMAN WEALTH, LLC
CRD 169677 · SEC 801-107441
115 THE PLAINS ROAD, SUITE 100, MIDDLEBURG, VA, 20117, United States
Phone
540-687-7077
Fax
540-301-0031
Registration
— (—)
Source
State registered
Total AUM
$70.6M
Discretionary AUM
$70.6M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 191 | $26.8M |
| High net worth individuals | 16 | $40.4M |
| Charitable organizations | 3 | $3.4M |
All web addresses on file
Official SEC filing: View on IAPD