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WISNIEWSKI WEALTH MANAGEMENT
5005 Lyndon B Johnson Freeway
Suite 335
Dallas, Texas 75244
Tel: (972) 965-8261
About WISNIEWSKI WEALTH MANAGEMENT
WISNIEWSKI WEALTH MANAGEMENT, formally registered with the SEC as WISNIEWSKI WEALTH MANAGEMENT. The firm was established in 04/01/2021. They have over 1 offices throughout the country.
WISNIEWSKI WEALTH MANAGEMENT is a Dallas, Texas based Financial Planning firm with nearly $159,567,130 assets under management, offering retirement planning & investment advisory services to 2167 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150264 |
| SEC# | 801-120675 |
| Assets Managed by Firm | $159,567,130 |
| No. of Clients | 2167 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2167 | $159,567,130 |
| Individuals (other than high net worth individuals) | 212 | $63,946,708 |
| High net worth individuals | 58 | $95,620,422 |
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