Wiser Advisor Group LLC
● SEC registered since 2023CRD 326579SEC# 801-127992
Reg. AUM
$127.8M
Employees
3
Accounts
155
Location
—
Wiser Advisor Group LLC assets under management
Wiser Advisor Group LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2023. It reports $127.8 million in regulatory assets under management and employs 3 people.
Wiser Advisor Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Larry Lytle Control | Ceo | Over 75% | 2023 |
| Zachary Evan Lytle Control | Cco | Under 5% | 2024 |
Frequently asked questions
How much does Wiser Advisor Group LLC manage?
Wiser Advisor Group LLC reports $127.8 million in regulatory assets under management on its Form ADV.
How many employees does Wiser Advisor Group LLC have?
Wiser Advisor Group LLC reports 3 employees.
Does Wiser Advisor Group LLC disclose fund performance?
Wiser Advisor Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 480-500-9055 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$127.8M▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$127.8Mregulatory AUM
Discretionary $127.2MNon-discretionary $605K