WISER WEALTH MANAGEMENT, INC

WISER WEALTH MANAGEMENT, INC of MARIETTA, GA is an SEC-registered investment adviser (CRD 125282). Regulatory assets under management: $513.6M.

Registration

• CRD: 125282
• SEC file number: 801-120669
• Type: Registered investment adviser
• Location: 125 CHURCH ST, SUITE 220, MARIETTA, GA, 30060
• Phone: 678-905-4450
• Latest filing: 2026-06-22
• Regulatory AUM: $513.6M
• Discretionary AUM: $501.7M
• Non-discretionary AUM: $11.9M
• Clients: 11
• Accounts: 1,491

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125282 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search