Wiseman & Associates Wealth Management
Firm details
- Headquarters
- Middleburg, Virginia
- CRD number
- 169677
- Registered since
- March 17, 2016
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.2%
- Individuals37.97%
- Charitable Organizations4.83%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wiseman & Associates Wealth Management is an independent, Virginia-registered limited liability company that provides wealth advisory and planning services to individuals, families and some institutional clients. The firm offers financial planning and portfolio management specifically noted for work with individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify itself as an active ESG investor, and it reports no role as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Exchange Traded Equities11%
Contacts
2 of 2
Thomas Wiseman
President and Financial AdvisorCRD 1358050
Joseph Constantino
Wealth AdvisorCRD 8053639
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Middleburg, VA
Loudoun
Location
Middleburg, VA
Headquartered in Middleburg, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Loudoun
- Address
- 115 The Plains Rd
- Time zone
- ET (UTC-5)
- Office locations
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