RIA Intel›Advisers›Georgia›WISER WEALTH MANAGEMENT, INC

WISER WEALTH MANAGEMENT, INC

Advisory

N·MARIETTA, GA

Data as of Jan 20, 2026 · Source: SEC Form ADV

Total AUM

$405M

1-Year AUM Growth

+32.0%

3-Year CAGR

+22.9%

Employees

4

Assets Under Management

Total AUM$405M

Discretionary AUM$399M

Non-Discretionary AUM$6M

Discretionary %98.6%

Total Clients493

Team

Total Employees4

Investment Advisers10

Employee Growth (1Y)-25.0%

Filing History

Total Filings on Record17

First FilingMar 1, 2021

Latest FilingJan 20, 2026

🔒 Full AUM trend chart and 17 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WISER WEALTH MANAGEMENT, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.