Wisniewski Wealth Management
Wisniewski Wealth Management is an SEC-registered mass-market adviser in Dallas, TX with $266.1M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Wisniewski Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150264, SEC 801-120675, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $266.1M (2026-06-02)
- Firm type
- Mass-Market Adviser
- Location
- Dallas, TX
- Employees
- 5
- Clients
- 273
- CRD
- 150264
- Ownership
- WISNIEWSKI, SCOTT, D
How much AUM does Wisniewski Wealth Management have?
Wisniewski Wealth Management reported $266.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Wisniewski Wealth Management?
Disclosed owners and executives of Wisniewski Wealth Management include WISNIEWSKI, SCOTT, D. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.