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WISER WEALTH MANAGEMENT, INC

MARIETTA, GA · CRD 125282 · IAPD ↗ · 678-905-4450

$513.6MRegulatory AUM
5Advisory reps
11Employees
105Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — WISER WEALTH MANAGEMENT, INC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — WISER WEALTH MANAGEMENT, INC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — WISER WEALTH MANAGEMENT, INC crossed $500M in regulatory AUM ($404.6M -> $513.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
February 2026 — WISER WEALTH MANAGEMENT, INC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — WISER WEALTH MANAGEMENT, INC reported RAUM up 31% ($307.9M -> $404.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
May 2024 — WISER WEALTH MANAGEMENT, INC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — WISER WEALTH MANAGEMENT, INC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2024 — WISER WEALTH MANAGEMENT, INC reported RAUM up 32% ($233.3M -> $307.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.