# WISEMAN & ASSOCIATES WEALTH MANAGEMENT

WISEMAN & ASSOCIATES WEALTH MANAGEMENT of MIDDLEBURG, VA is an SEC-registered investment adviser.

## Registration

- CRD: 169677
- Type: SEC-registered investment adviser
- SEC file number: 801-107441
- Location: 115 THE PLAINS ROAD, MIDDLEBURG, VA, 20117
- Phone: 540-687-7077
- Latest filing: 2026-03-24
- Regulatory AUM: $70.6M
- Discretionary AUM: $70.6M
- Clients: 3
- Accounts: 210

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| HAHN JEFFREY ALLAN | MANAGING DIRECTOR/CCO | — |
| WISEMAN THOMAS REID | PRESIDENT / OWNER; PRINCIPAL | — |
| ZIMMERMAN LUCY | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169677/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169677/similar
- Related entities: https://search.stillhousedata.com/firm/169677/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169677

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
