WISEMAN & ASSOCIATES WEALTH MANAGEMENT
Middleburg, VA
AUM
$70.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
540-687-7077
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in VA, MIDDLEBURG
3 advisers found
Middleburg, VA
AUM
$70.6M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
540-687-7077
Middleburg, VA
AUM
$1.65B
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
540-687-5090
Middleburg, VA
AUM
$291.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
540-687-4600