WISEMAN WEALTH, LLC
Legal name: WISEMAN & ASSOCIATES WEALTH MANAGEMENT
CRD #169677 SEC #801-107441 MIDDLEBURG, VA 540-687-7077
SEC Registered
Total AUM
$49.1M
Discretionary
$49.1M
Employees
4
Clients
11
Accounts
119
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $49.1M | $49.1M | $0 | 4 | 0 |
| Mar 2020 | $49.1M | $49.1M | $0 | 4 | 0 |
| Feb 2020 | $145M | $145M | $0 | 6 | 0 |
| Mar 2019 | $145M | $145M | $0 | 6 | 0 |
| Feb 2019 | $145M | $145M | $0 | 6 | 0 |
| May 2018 | $131M | $131M | $0 | 7 | 0 |
| Apr 2018 | $131M | $131M | $0 | 7 | 0 |
| Feb 2018 | $131M | $131M | $0 | 7 | 0 |
| Feb 2018 | $131M | $131M | $0 | 7 | 0 |
| Mar 2017 | $112.5M | $112.5M | $0 | 7 | 180 |
| Mar 2017 | $112.5M | $112.5M | $0 | 7 | 180 |
| Mar 2017 | $100.1M | $100.1M | $0 | 7 | 120 |
| Mar 2016 | $100.1M | $100.1M | $0 | 7 | 120 |
| Mar 2016 | $100.1M | $100.1M | $0 | 7 | 120 |
| Mar 2016 | $100.1M | $100.1M | $0 | 7 | 120 |
DateJun 2020
Total AUM$49.1M
Discretionary$49.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$49.1M
Discretionary$49.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees6
Clients0
DateMay 2018
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees7
Clients0
DateApr 2018
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees7
Clients0
DateFeb 2018
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees7
Clients0
DateFeb 2018
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees7
Clients180
DateMar 2017
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees7
Clients180
DateMar 2017
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees7
Clients120
DateMar 2016
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees7
Clients120
DateMar 2016
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees7
Clients120
DateMar 2016
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees7
Clients120