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WISER ADVISOR GROUP

· CRD 326579 · IAPD ↗ · 480-500-9055

$127.8MRegulatory AUM
3Advisory reps
3Employees
154Clients
101-250Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
January 2026 — WISER ADVISOR GROUP notice-filed in FL, SD, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
August 2025 — WISER ADVISOR GROUP notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
February 2025 — WISER ADVISOR GROUP reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
25
April 2024 — WISER ADVISOR GROUP changed its website from wiser-adviser.com to wiser-advisor.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2024 — WISER ADVISOR GROUP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2024 — WISER ADVISOR GROUP reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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