WISMAR FINANCIAL

WISMAR FINANCIAL of CARLSBAD, CA is an SEC-registered investment adviser (CRD 337662). Regulatory assets under management: $5.5M.

Registration

• CRD: 337662
• Type: Registered investment adviser
• Location: 2521 PALOMAR AIRPORT RD, CARLSBAD, CA, 92011
• Phone: 858-205-5343
• Latest filing: 2026-03-18
• Regulatory AUM: $5.5M
• Discretionary AUM: $4.6M
• Non-discretionary AUM: $937K
• Clients: 2
• Accounts: 17

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337662 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search