WISER WEALTH MANAGEMENT, INC
CRD #125282 SEC #801-120669 MARIETTA, GA 678-905-4450
SEC Registered
Total AUM
$404.6M
Discretionary
$398.8M
Employees
10
Clients
251
Accounts
1,398
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $404.6M | $398.8M | $5.7M | 10 | 0 |
| Mar 2025 | $404.6M | $398.8M | $5.7M | 10 | 0 |
| Jul 2024 | $307.9M | $303.9M | $4M | 8 | 0 |
| Jun 2024 | $307.9M | $303.9M | $4M | 8 | 0 |
| May 2024 | $307.9M | $303.9M | $4M | 8 | 0 |
| Apr 2024 | $307.9M | $303.9M | $4M | 8 | 0 |
| Mar 2024 | $307.9M | $303.9M | $4M | 8 | 0 |
| Jun 2023 | $233.3M | $231.7M | $1.6M | 7 | 0 |
| Mar 2023 | $233.3M | $231.7M | $1.6M | 7 | 0 |
| Dec 2022 | $225.9M | $224.4M | $1.5M | 8 | 0 |
| Aug 2022 | $225.9M | $224.4M | $1.5M | 8 | 0 |
| Jun 2022 | $225.9M | $224.4M | $1.5M | 8 | 0 |
| Mar 2022 | $225.9M | $224.4M | $1.5M | 8 | 0 |
| Mar 2022 | $225.9M | $224.4M | $1.5M | 8 | 0 |
| Jan 2022 | $161.5M | $161.5M | $0 | 6 | 0 |
| Jun 2021 | $161.5M | $161.5M | $0 | 6 | 0 |
| May 2021 | $161.5M | $161.5M | $0 | 6 | 0 |
| May 2021 | $161.5M | $161.5M | $0 | 6 | 0 |
| Mar 2021 | $146.6M | $145.1M | $1.5M | 6 | 0 |
DateMar 2025
Total AUM$404.6M
Discretionary$398.8M
Non-Disc.$5.7M
Employees10
Clients0
DateMar 2025
Total AUM$404.6M
Discretionary$398.8M
Non-Disc.$5.7M
Employees10
Clients0
DateJul 2024
Total AUM$307.9M
Discretionary$303.9M
Non-Disc.$4M
Employees8
Clients0
DateJun 2024
Total AUM$307.9M
Discretionary$303.9M
Non-Disc.$4M
Employees8
Clients0
DateMay 2024
Total AUM$307.9M
Discretionary$303.9M
Non-Disc.$4M
Employees8
Clients0
DateApr 2024
Total AUM$307.9M
Discretionary$303.9M
Non-Disc.$4M
Employees8
Clients0
DateMar 2024
Total AUM$307.9M
Discretionary$303.9M
Non-Disc.$4M
Employees8
Clients0
DateJun 2023
Total AUM$233.3M
Discretionary$231.7M
Non-Disc.$1.6M
Employees7
Clients0
DateMar 2023
Total AUM$233.3M
Discretionary$231.7M
Non-Disc.$1.6M
Employees7
Clients0
DateDec 2022
Total AUM$225.9M
Discretionary$224.4M
Non-Disc.$1.5M
Employees8
Clients0
DateAug 2022
Total AUM$225.9M
Discretionary$224.4M
Non-Disc.$1.5M
Employees8
Clients0
DateJun 2022
Total AUM$225.9M
Discretionary$224.4M
Non-Disc.$1.5M
Employees8
Clients0
DateMar 2022
Total AUM$225.9M
Discretionary$224.4M
Non-Disc.$1.5M
Employees8
Clients0
DateMar 2022
Total AUM$225.9M
Discretionary$224.4M
Non-Disc.$1.5M
Employees8
Clients0
DateJan 2022
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees6
Clients0
DateMay 2021
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees6
Clients0
DateMay 2021
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$146.6M
Discretionary$145.1M
Non-Disc.$1.5M
Employees6
Clients0