Wiser Wealth Management, Inc
Wiser Wealth Management, Inc is an SEC-registered mass-market adviser in Marietta, GA with $513.6M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Wiser Wealth Management, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125282, SEC 801-120669, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $513.6M (2026-06-22)
- Firm type
- Mass-Market Adviser
- Location
- Marietta, GA
- Employees
- 11
- Clients
- 528
- CRD
- 125282
- Ownership
- SMITH, CASEY, TYLER; Brannen, Andrea, Alexa
How much AUM does Wiser Wealth Management, Inc have?
Wiser Wealth Management, Inc reported $513.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Wiser Wealth Management, Inc?
Disclosed owners and executives of Wiser Wealth Management, Inc include SMITH, CASEY, TYLER, Brannen, Andrea, Alexa. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.