# Weiser Financial Planning

Weiser Financial Planning is a RIA based in Orlando, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Orlando, United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** https://weiserfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/ryanweiser

## Regulatory record

- **CRD number:** 289400
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289400

## About

Weiser Financial Planning LLC is a state-registered investment adviser with $52 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Sectors

- Private Equity
- Real Estate

## Questions

### What is Weiser Financial Planning's investment strategy?

The firm focuses on direct private equity investments and real estate, targeting control-oriented stakes in middle-market companies and income-producing properties. The approach is designed for long-term capital preservation and steady returns, avoiding public market speculation.

### Who are the principals of Weiser Financial Planning?

Principals are not named in any public source. The firm operates with a low public profile, and no executives or investment team members have been identified through available records.

### Does Weiser Financial Planning have any known portfolio companies?

No portfolio companies or specific investments have been publicly disclosed. The firm maintains a highly private posture, and its holdings are not visible in databases or media coverage.

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Last updated: 2026-07-09T01:03:04.558Z

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