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Wiser Advisor Group LLC

● SEC registered since 2023CRD 326579SEC# 801-127992
Export (members)
Reg. AUM
$115.1M
Employees
2
Accounts
255
Location

Wiser Advisor Group LLC assets under management

Wiser Advisor Group LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2023. It reports $115.1 million in regulatory assets under management and employs 2 people.

Wiser Advisor Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Larry Lytle ControlCeoOver 75%2023
Zachary Evan Lytle ControlCcoUnder 5%2024

Frequently asked questions

How much does Wiser Advisor Group LLC manage?

Wiser Advisor Group LLC reports $115.1 million in regulatory assets under management on its Form ADV.

How many employees does Wiser Advisor Group LLC have?

Wiser Advisor Group LLC reports 2 employees.

Does Wiser Advisor Group LLC disclose fund performance?

Wiser Advisor Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone480-500-9055
Office hours9a.m.-5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$114.5M
Non-discretionary$552K
Total (RAUM)$115.1M