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Home > Retirement Planners > georgia > marietta > WISER WEALTH MANAGEMENT, INC
WISER WEALTH MANAGEMENT, INC
125 Church St
Suite 220
Marietta, Georgia 30060
Tel: 678-905-4450
About WISER WEALTH MANAGEMENT, INC
WISER WEALTH MANAGEMENT, INC, formally registered with the SEC as WISER WEALTH MANAGEMENT, INC. The firm was established in 03/31/2021. They have over 1 offices throughout the country.
WISER WEALTH MANAGEMENT, INC is a Marietta, Georgia based Financial Planning firm with nearly $307,914,735 assets under management, offering retirement planning & investment advisory services to 1197 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125282 |
| SEC# | 801-120669 |
| Assets Managed by Firm | $307,914,735 |
| No. of Clients | 1197 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1197 | $307,914,735 |
| Individuals (other than high net worth individuals) | 346 | $183,762,202 |
| High net worth individuals | 95 | $120,185,842 |
| Pension and profit sharing plans | 5 | $3,966,691 |
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