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WISNIEWSKI WEALTH MANAGEMENT

DALLAS, TX · CRD 150264 · IAPD ↗ · (972) 965-8261

$266.1MRegulatory AUM
2Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2025 — WISNIEWSKI WEALTH MANAGEMENT reported RAUM up 49% ($159.6M -> $237.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
March 2024 — WISNIEWSKI WEALTH MANAGEMENT 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
65
March 2024 — WISNIEWSKI WEALTH MANAGEMENT now reports custody of client assets ($165.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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