WISNIEWSKI WEALTH MANAGEMENT LLC
Legal name: WISNIEWSKI WEALTH MANAGEMENT
CRD #150264 SEC #801-120675 DALLAS, TX (972) 965-8261
SEC Registered
Total AUM
$237.2M
Discretionary
$190.4M
Employees
5
Clients
251
Accounts
1,936
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $237.2M | $190.4M | $46.7M | 5 | 0 |
| Jun 2025 | $237.2M | $190.4M | $46.7M | 5 | 0 |
| Mar 2025 | $237.2M | $190.4M | $46.7M | 5 | 0 |
| Jan 2025 | $159.6M | $105.5M | $54M | 5 | 0 |
| Sep 2024 | $159.6M | $105.5M | $54M | 6 | 0 |
| May 2024 | $159.6M | $105.5M | $54M | 6 | 0 |
| Feb 2024 | $159.6M | $105.5M | $54M | 6 | 0 |
| Sep 2023 | $168.4M | $129M | $39.3M | 6 | 0 |
| Jul 2023 | $168.4M | $129M | $39.3M | 6 | 0 |
| Mar 2023 | $168.4M | $129M | $39.3M | 6 | 0 |
| Mar 2022 | $152.7M | $123.7M | $29M | 5 | 0 |
| Dec 2021 | $114.9M | $91.9M | $22.9M | 3 | 0 |
| Nov 2021 | $114.9M | $91.9M | $22.9M | 3 | 0 |
| Mar 2021 | $114.9M | $91.9M | $22.9M | 3 | 0 |
DateSep 2025
Total AUM$237.2M
Discretionary$190.4M
Non-Disc.$46.7M
Employees5
Clients0
DateJun 2025
Total AUM$237.2M
Discretionary$190.4M
Non-Disc.$46.7M
Employees5
Clients0
DateMar 2025
Total AUM$237.2M
Discretionary$190.4M
Non-Disc.$46.7M
Employees5
Clients0
DateJan 2025
Total AUM$159.6M
Discretionary$105.5M
Non-Disc.$54M
Employees5
Clients0
DateSep 2024
Total AUM$159.6M
Discretionary$105.5M
Non-Disc.$54M
Employees6
Clients0
DateMay 2024
Total AUM$159.6M
Discretionary$105.5M
Non-Disc.$54M
Employees6
Clients0
DateFeb 2024
Total AUM$159.6M
Discretionary$105.5M
Non-Disc.$54M
Employees6
Clients0
DateSep 2023
Total AUM$168.4M
Discretionary$129M
Non-Disc.$39.3M
Employees6
Clients0
DateJul 2023
Total AUM$168.4M
Discretionary$129M
Non-Disc.$39.3M
Employees6
Clients0
DateMar 2023
Total AUM$168.4M
Discretionary$129M
Non-Disc.$39.3M
Employees6
Clients0
DateMar 2022
Total AUM$152.7M
Discretionary$123.7M
Non-Disc.$29M
Employees5
Clients0
DateDec 2021
Total AUM$114.9M
Discretionary$91.9M
Non-Disc.$22.9M
Employees3
Clients0
DateNov 2021
Total AUM$114.9M
Discretionary$91.9M
Non-Disc.$22.9M
Employees3
Clients0
DateMar 2021
Total AUM$114.9M
Discretionary$91.9M
Non-Disc.$22.9M
Employees3
Clients0