RIA Intel›Advisers›Texas›WISNIEWSKI WEALTH MANAGEMENT LLC

WISNIEWSKI WEALTH MANAGEMENT LLC

Advisory

N·DALLAS, TX

Data as of Jul 24, 2026 · Source: SEC Form ADV

Total AUM

$266M

1-Year AUM Growth

+48.6%

3-Year CAGR

+15.7%

Employees

2

Assets Under Management

Total AUM$266M

Discretionary AUM$225M

Non-Discretionary AUM$41M

Discretionary %84.7%

Total Clients266

Team

Total Employees2

Investment Advisers5

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record11

First FilingMar 2, 2021

Latest FilingJul 24, 2026

🔒 Full AUM trend chart and 11 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 WISNIEWSKI WEALTH MANAGEMENT LLC

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