Wiser Wealth Management, Inc
● SEC registered since 2021CRD 125282SEC# 801-120669Marietta, GA
Reg. AUM
$513.6M
Employees
11
Accounts
1,491
Location
Marietta, GA
Wiser Wealth Management, Inc assets under management
Wiser Wealth Management, Inc operates as an SEC-registered investment adviser based in Marietta, GA. The firm has been registered since 2021. It reports $513.6 million in regulatory assets under management and employs 11 people.
Wiser Wealth Management, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea Alexa Brannen Control | Vp Of Operations | Under 5% | 2025 |
| Casey Tyler Smith Control | President & Chief Compliance Officer | Over 75% | 2001 |
Frequently asked questions
How much does Wiser Wealth Management, Inc manage?
Wiser Wealth Management, Inc reports $513.6 million in regulatory assets under management on its Form ADV.
How many employees does Wiser Wealth Management, Inc have?
Wiser Wealth Management, Inc reports 11 employees.
Where is Wiser Wealth Management, Inc located?
Wiser Wealth Management, Inc is based in Marietta, GA and has been SEC-registered since 2021.
Does Wiser Wealth Management, Inc disclose fund performance?
Wiser Wealth Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 125 Church St, Suite 220, Marietta, GA 30060 |
| Phone | 678-905-4450 |
| Fax | 678-264-0989 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$513.6M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$513.6Mregulatory AUM
Discretionary $501.7MNon-discretionary $11.9M