Wiser Advisor Group
Wiser Advisor Group is an SEC-registered mass-market adviser with $127.8M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Wiser Advisor Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326579, SEC 801-127992, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $127.8M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 154
- CRD
- 326579
- Ownership
- LYTLE, LARRY; Lytle, Zachary, Evan
How much AUM does Wiser Advisor Group have?
Wiser Advisor Group reported $127.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Wiser Advisor Group?
Disclosed owners and executives of Wiser Advisor Group include LYTLE, LARRY, Lytle, Zachary, Evan. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.