WISNIEWSKI WEALTH MANAGEMENT

Overview

Wisniewski Wealth Management is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves individuals and families, delivering financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Its fee model combines AUM-based fees with fixed fees. The firm reports no role as a capital allocator, does not identify as an active ESG investor, and is not structured as a multi-state adviser or pension consultant. Advisory activity centers on traditional wealth-management services rather than bespoke alternative or venture allocations. The firm lists industry affiliations with an accountant and an insurance company, which suggests coordinated tax and insurance planning alongside investment management.

Assets & Accounts

Public Holdings

Investments & Alternatives