WISNIEWSKI WEALTH MANAGEMENT LLC

WISNIEWSKI WEALTH MANAGEMENT LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 150264). Regulatory assets under management: $266.1M.

Registration

• CRD: 150264
• SEC file number: 801-120675
• Type: Registered investment adviser
• Location: 5005 LYNDON B JOHNSON FREEWAY, SUITE 335, DALLAS, TX, 75244
• Phone: (972) 965-8261
• Latest filing: 2026-07-24
• Regulatory AUM: $266.1M
• Discretionary AUM: $225.4M
• Non-discretionary AUM: $40.8M
• Clients: 5
• Accounts: 2,011

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150264 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search