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WISER WEALTH MANAGEMENT, INC
CRD 125282File 801-120669
APPROVED
Retail clients
Custody
Filing as of Jun 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$513.6M
Above cohort median (national)
Discretionary AUM
$501.7M
Non-discretionary $11.9M
Clients
528
1,491 accounts
Employees
11
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 31, 2021
- Principal office
- 125 CHURCH ST, SUITE 220, MARIETTA, GA, 30060
- Phone
- 678-905-4450
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $513.6M
- Discretionary AUM
- $501.7M
- Non-discretionary AUM
- $11.9M
- Discretionary accounts
- 1,484
- Non-discretionary accounts
- 7
- Total accounts
- 1,491
- AUM per client
- $973K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 156 | $358.0M |
| Pension and profit sharing plans | 7 | $11.9M |
| Individuals (other than high net worth individuals) | 365 | $143.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.