Multi-Family OfficeRIA · CRD 169677SEC-Registered

Updated:

Wiseman & Associates Wealth Management

WISEMAN & ASSOCIATES WEALTH MANAGEMENT is an SEC-registered investment adviser in MIDDLEBURG, VA. The firm manages approximately $71 million in regulatory...

Wiseman & Associates Wealth Management

WISEMAN & ASSOCIATES WEALTH MANAGEMENT is an SEC-registered investment adviser in MIDDLEBURG, VA. The firm manages approximately $71 million in regulatory assets. It has 3 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Middleburg

Corporate office

United States

Frequently asked questions

Who runs investment decisions at Wiseman & Associates?

The firm's leadership structure is not publicly disclosed. No named principals or investment committee members appear in searchable public records.

Does Wiseman & Associates have any publicly listed AUM or client numbers?

No AUM figures or client count are publicly available for Wiseman & Associates. The firm has not disclosed these metrics in any regulatory filings or marketing materials captured by Altss.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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