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Wiser Wealth Management, Inc

● SEC registered since 2021CRD 125282SEC# 801-120669Marietta, GA
Export (members)
Reg. AUM
$404.6M
Employees
10
Accounts
1,398
Location
Marietta, GA

Wiser Wealth Management, Inc assets under management

Wiser Wealth Management, Inc operates as an SEC-registered investment adviser based in Marietta, GA. The firm has been registered since 2021. It reports $404.6 million in regulatory assets under management and employs 10 people.
linkedin.com/company/wiserwealthView on SEC.gov ↗

Wiser Wealth Management, Inc owners & executives

2 reported
NameTitleOwnershipSince
Andrea Alexa Brannen ControlVp Of OperationsUnder 5%2025
Casey Tyler Smith ControlPresident & Chief Compliance OfficerOver 75%2001

Frequently asked questions

How much does Wiser Wealth Management, Inc manage?

Wiser Wealth Management, Inc reports $404.6 million in regulatory assets under management on its Form ADV.

How many employees does Wiser Wealth Management, Inc have?

Wiser Wealth Management, Inc reports 10 employees.

Where is Wiser Wealth Management, Inc located?

Wiser Wealth Management, Inc is based in Marietta, GA and has been SEC-registered since 2021.

Does Wiser Wealth Management, Inc disclose fund performance?

Wiser Wealth Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address125 Church St, Suite 220, Marietta, GA 30060
Phone678-905-4450
Fax678-264-0989
Office hours9:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$398.8M
Non-discretionary$5.7M
Total (RAUM)$404.6M