Wiser Advisor Group
Firm details
- Headquarters
- ,
- CRD number
- 326579
- Registered since
- May 17, 2023
- Website
- www.wiser-advisor.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.47%
- Charitable Organizations6.95%
- Individuals4.65%
- Pension & Profit Sharing Plans4.61%
- Corporations / Businesses0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wiser Advisor Group is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm is owned by an individual and positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its fee arrangements include percentage-of-AUM and fixed-fee engagements. Advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of sub-advisers. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities89%
- State & Local Bonds6%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$48.8M in ETFs
81%
$39.6M
19%
$9.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $5.6M | 8,220 | 11.57% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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