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)
| Name | Role | Location |
|---|
| Scott D Wisniewski | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| WISNIEWSKI SCOTT D | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
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