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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 3, 2020
- 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 |
|---|---|---|---|---|
| HAHN, JEFFREY, ALLAN | I | MANAGING DIRECTOR/CCO | NA | Control |
| HAHN, JEFFREY, ALLAN | I | MANAGING DIRECTOR/CCO | NA | Control |
| HAHN, JEFFREY, ALLAN | I | MANAGING DIRECTOR/CCO | NA | Control |
| HAHN, JEFFREY, ALLAN | I | MANAGING DIRECTOR/CCO | NA | Control |
| HAHN, JEFFREY, ALLAN | I | MANAGING DIRECTOR/CCO | NA | Control |
| HAHN, JEFFREY, ALLAN | I | MANAGING DIRECTOR/CCO | NA | Control |
| HAHN, JEFFREY, ALLAN | I | MANAGING DIRECTOR/CCO | NA | Control |
| HAHN, JEFFREY, ALLAN | I | MANAGING DIRECTOR/CCO | NA | Control |
| HAHN, JEFFREY, ALLAN | I | MANAGING DIRECTOR/CCO | NA | Control |
| HAHN, JEFFREY, ALLAN | I | MANAGING DIRECTOR/CCO | NA | Control |
| HAHN, JEFFREY, ALLAN | I | MANAGING DIRECTOR/CCO | NA | Control |
| HAHN, JEFFREY, ALLAN | I | MANAGING DIRECTOR/CCO | NA | Control |
| WISEMAN, THOMAS, REID | I | PRINCIPAL | NA | Control |
| WISEMAN, THOMAS, REID | I | PRINCIPAL | NA | Control |
| WISEMAN, THOMAS, REID | I | PRINCIPAL | NA | Control |
| WISEMAN, THOMAS, REID | I | PRINCIPAL | NA | Control |
| WISEMAN, THOMAS, REID | I | PRINCIPAL | NA | Control |
| WISEMAN, THOMAS, REID | I | PRINCIPAL | NA | Control |
| WISEMAN, THOMAS, REID | I | PRINCIPAL | NA | Control |
| WISEMAN, THOMAS, REID | I | PRINCIPAL | NA | Control |
| WISEMAN, THOMAS, REID | I | PRINCIPAL | NA | Control |
| WISEMAN, THOMAS, REID | I | PRINCIPAL | NA | Control |
| WISEMAN, THOMAS, REID | I | PRINCIPAL | NA | Control |
| WISEMAN, THOMAS, REID | I | PRINCIPAL | NA | Control |
| WISEMAN, THOMAS, REID | I | PRINCIPAL | NA | Control |
| WISEMAN, THOMAS, REID | I | PRINCIPAL | NA | Control |
| WISEMAN, THOMAS, REID | I | PRINCIPAL | NA | Control |
| ZIMMERMAN, LUCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZIMMERMAN, LUCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| ZIMMERMAN, LUCY | I | CHIEF COMPLIANCE OFFICER | NA | |
| WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | DE | OWNER | E | Control |
| WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | DE | OWNER | E | Control |
| WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | DE | OWNER | E | Control |
| WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | DE | OWNER | E | Control |
| WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | DE | OWNER | E | Control |
| WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | DE | OWNER | E | Control |
| WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | DE | OWNER | E | Control |
| WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | DE | OWNER | E | Control |
| WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | DE | OWNER | E | Control |
| WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | DE | OWNER | E | Control |
| WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | DE | OWNER | E | Control |
| WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | DE | OWNER | E | Control |
| WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | DE | OWNER | E | Control |
| WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | DE | OWNER | E | Control |
| WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WISEMAN, THOMAS, REID | I | WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | E | Control |
| WISEMAN, THOMAS, REID | I | WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | E | Control |
| WISEMAN, THOMAS, REID | I | WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | E | Control |
| WISEMAN, THOMAS, REID | I | WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | E | Control |
| WISEMAN, THOMAS, REID | I | WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | E | Control |
| WISEMAN, THOMAS, REID | I | WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | E | Control |
| WISEMAN, THOMAS, REID | I | WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | E | Control |
| WISEMAN, THOMAS, REID | I | WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | E | Control |
| WISEMAN, THOMAS, REID | I | WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | E | Control |
| WISEMAN, THOMAS, REID | I | WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | E | Control |
| WISEMAN, THOMAS, REID | I | WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | E | Control |
| WISEMAN, THOMAS, REID | I | WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | E | Control |
| WISEMAN, THOMAS, REID | I | WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | E | Control |
| WISEMAN, THOMAS, REID | I | WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | E | Control |
| WISEMAN, THOMAS, REID | I | WISEMAN AND ASSOCIATES FINANCIAL SERVICES, LTD | E | Control |
Registrations
Federal
IA
Jun 3, 2020 REGISTERED
Notice Filings (5)
FL PA TX VA WV
Address
115 THE PLAINS ROADSUITE 100
MIDDLEBURG, VA 20117
United States
Phone: 540-687-7077