# Wiser Advisor Group

Wiser Advisor Group is a Bank / Wealth / Trust based in Phoenix, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Phoenix, United States
- **Region:** North America
- **Address:** Phoenix, AZ, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** wiser-advisor.com
- **LinkedIn:** https://www.linkedin.com/company/95740323

## Regulatory record

- **CRD number:** 326579
- **SEC file number:** 801-127992
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326579

## About

Wiser Advisor Group was established in Phoenix, Arizona in 2023, positioning itself as a registered investment advisor serving a broad client base that includes individual investors, corporate entities, and non-profit organizations. The firm offers wealth management advisory services centered on investment management, financial planning, and portfolio construction. The firm's stated service model combines investment management with broader financial planning. Wiser Advisor Group structures its advisory offering around portfolio management for individual and institutional clients. Public records confirm the firm's registration and headquarters location, though specific details regarding assets under management, investment strategies, and named investment principals are not publicly disclosed. The firm operates from a single known office in Phoenix. As a 2023 entrant, the firm's scale and team composition remain private. No public filings currently name the firm's investment committee, key principals, or professional headcount. The firm has not disclosed any affiliated vehicles, philanthropic structures, or operational milestones since its founding year. Recent activity: No verifiable operational events from the last 24 months are publicly documented. Wiser Advisor Group's structural profile is that of an early-stage RIA — a lean, Phoenix-based advisory practice launched in the post-2020 wave of independent wealth managers. Its differentiation, if any, will emerge as it discloses team composition, asset thresholds, or client concentration.

## Questions

### What services does Wiser Advisor Group provide?

The firm offers wealth management advisory services, specifically investment management, financial planning, and portfolio management. Its client base includes individuals, corporations, and non-profit organizations, per the firm's regulatory disclosures.

### Who runs investment decisions at Wiser Advisor Group?

The firm has not publicly disclosed the names of its investment committee members or managing principals. As a recently established RIA in Phoenix, its leadership structure remains private.

### Where is Wiser Advisor Group headquartered?

The firm is headquartered in Phoenix, Arizona, United States. No additional office locations have been disclosed publicly.

## Related profiles

- [Wise Wealth Management](https://altss.com/profile/wise-wealth-management)
- [Wismar Financial](https://altss.com/profile/wismar-financial)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/wiser-advisor-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology