RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 24, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WISNIEWSKI, SCOTT, DIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
WISNIEWSKI, SCOTT, DIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
WISNIEWSKI, SCOTT, DIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
WISNIEWSKI, SCOTT, DIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
WISNIEWSKI, SCOTT, DIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
WISNIEWSKI, SCOTT, DIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
WISNIEWSKI, SCOTT, DIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
WISNIEWSKI, SCOTT, DIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
WISNIEWSKI, SCOTT, DIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
WISNIEWSKI, SCOTT, DIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
WISNIEWSKI, SCOTT, DIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
WISNIEWSKI, SCOTT, DIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
WISNIEWSKI, SCOTT, DIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
WISNIEWSKI, SCOTT, DIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Sep 24, 2025 REGISTERED

Notice Filings (7)

CA CO FL LA MO OH TX

Address

5005 LYNDON B JOHNSON FREEWAY
SUITE 335
DALLAS, TX 75244
United States
Phone: (972) 965-8261