Wiseman & Associates Wealth Management
Wiseman & Associates Wealth Management is an SEC-registered mass-market adviser with $49.1M assets under management (AUM, regulatory AUM), -66% over one year. See who owns Wiseman & Associates Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169677, data through 2020-06-03.
- AUM (assets under management / regulatory AUM)
- $49.1M (2020-06-03)
- Firm type
- Mass-Market Adviser
- Employees
- 4
- Clients
- 62
- CRD
- 169677
- Ownership
- WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD; ZIMMERMAN, LUCY; HAHN, JEFFREY, ALLAN; WISEMAN, THOMAS, REID
How much AUM does Wiseman & Associates Wealth Management have?
Wiseman & Associates Wealth Management reported $49.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2020-06-03).
Who owns Wiseman & Associates Wealth Management?
Disclosed owners and executives of Wiseman & Associates Wealth Management include WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD, ZIMMERMAN, LUCY, HAHN, JEFFREY, ALLAN, WISEMAN, THOMAS, REID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.