Wiser Wealth Management, Inc
Firm details
- Headquarters
- Marietta, Georgia
- CRD number
- 125282
- Registered since
- March 31, 2021
- Website
- wiserinvestor.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.7%
- Individuals27.99%
- Pension & Profit Sharing Plans2.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wiser Wealth Management, Inc. is an independent, SEC-registered advisory firm (SEC registered in 2021) owned by an individual and serving both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients via a mix of percentage-of-AUM, hourly, and fixed fees. Wiser describes itself as using third-party managers for alternatives rather than acting as a capital allocator and does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds87%
- Exchange Traded Equities9%
- Cash & Cash Equivalents4%
Contacts
3 of 6
Casey Smith
PresidentCRD 4141592
Shawna Theriault
Senior Financial AdvisorCRD 2846151
Andrew Pratt
Investment ManagerCRD 7609408
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$518M in ETFs
86%
$443M
14%
$75.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $171M | 244,429 | 33.09% |
Location
Marietta, GA
Cobb
Location
Marietta, GA
Headquartered in Marietta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Cobb
- Address
- 125 Church St Ne
- Time zone
- ET (UTC-5)
- Office locations
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