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Wisniewski Wealth Management LLC

● SEC registered since 2021CRD 150264SEC# 801-120675Dallas, TX
Export (members)
Reg. AUM
$237.2M
Employees
5
Accounts
1,936
Location
Dallas, TX

Wisniewski Wealth Management LLC assets under management

Wisniewski Wealth Management LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2021. It reports $237.2 million in regulatory assets under management and employs 5 people.
www.linkedin.com/in/scottwisniewski1View on SEC.gov ↗

Wisniewski Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Scott D Wisniewski ControlManaging Member & Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Wisniewski Wealth Management LLC manage?

Wisniewski Wealth Management LLC reports $237.2 million in regulatory assets under management on its Form ADV.

How many employees does Wisniewski Wealth Management LLC have?

Wisniewski Wealth Management LLC reports 5 employees.

Where is Wisniewski Wealth Management LLC located?

Wisniewski Wealth Management LLC is based in Dallas, TX and has been SEC-registered since 2021.

Does Wisniewski Wealth Management LLC disclose fund performance?

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

Contact & registration

Address5005 Lyndon B Johnson Freeway, Suite 335, Dallas, TX 75244
Phone(972) 965-8261
Fax(972) 528-0444
Office hours9:00a.m.-5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$190.4M
Non-discretionary$46.7M
Total (RAUM)$237.2M