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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Brannen, Andrea, Alexa | I | VP OF OPERATIONS | NA | Control |
| Brannen, Andrea, Alexa | I | VP OF OPERATIONS | NA | Control |
| SMITH, CASEY, TYLER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, CASEY, TYLER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, CASEY, TYLER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, CASEY, TYLER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, CASEY, TYLER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, CASEY, TYLER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, CASEY, TYLER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, CASEY, TYLER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, CASEY, TYLER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, CASEY, TYLER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, CASEY, TYLER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, CASEY, TYLER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, CASEY, TYLER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, CASEY, TYLER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, CASEY, TYLER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, CASEY, TYLER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, CASEY, TYLER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, CASEY, TYLER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, CASEY, TYLER | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 11, 2025 REGISTERED
Notice Filings (7)
FL GA LA NC SC TN TX
Address
125 CHURCH STSUITE 220
MARIETTA, GA 30060
United States
Phone: 678-905-4450