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WISER WEALTH MANAGEMENT
WISER WEALTH MANAGEMENT, INC is an SEC-registered investment adviser in MARIETTA, GA, registered since 2021. The firm manages $514 million in assets, $502...
Overview
WISER WEALTH MANAGEMENT, INC is an SEC-registered investment adviser in MARIETTA, GA, registered since 2021. The firm manages $514 million in assets, $502 million on a discretionary basis. It has 11 employees and 5 investment advisers.
General information
Firm type
Asset Manager
Frequently asked questions
What investment vehicles does WISER Wealth Management offer?
WISER does not appear to offer proprietary pooled investment vehicles. The firm constructs client portfolios using individual securities, ETFs, and mutual funds selected on a fiduciary basis. This model separates advisory services from product manufacturing.
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