Data / Investment advisers / Georgia / Wiser Wealth Management, Inc
Wiser Wealth Management, Inc, Marietta, GA: $514 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wiser Wealth Management, Inc is an SEC registered investment adviser with its main office in Marietta, Georgia and reports $514 million in regulatory assets under management in its Form ADV filed October 22, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 125282
- SEC file number
- 801-120669
- SEC status
- Approved, effective March 31, 2021
- Main office
- 125 Church St Suite 220, Marietta, GA 30060
- Phone
- (678) 905-4450
- Regulatory AUM
- $513,631,706 in the Form ADV filed October 22, 2026
- Discretionary AUM
- $501,734,054
- Non discretionary AUM
- $11,897,652
- Accounts
- 1,491
- Employees
- 11, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 156 | $358 million |
| Individuals (other than high net worth individuals) | 365 | $143.7 million |
| Pension and profit sharing plans | 7 | $11.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $513.6 million | March 28, 2026 |
| December 1, 2025 | $404.6 million | March 17, 2025 |
Other advisers in Marietta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Impact Partnership Wealth, LLC | Marietta | $2.96 billion | Not listed | adviserinfo.sec.gov |
| Narwhal Capital Management | Marietta | $2.08 billion | Not listed | adviserinfo.sec.gov |
| Marietta Wealth Management, LLC | Marietta | $1.39 billion | Not listed | adviserinfo.sec.gov |
| American Financial Advisors, LLC. | Marietta | $950.2 million | Not listed | adviserinfo.sec.gov |
| Nicholas Wealth Management | Marietta | $739.8 million | Not listed | adviserinfo.sec.gov |
| Paul Manners & Associates, Inc. | Marietta | $391.7 million | Not listed | adviserinfo.sec.gov |
| Baer Wealth Management | Marietta | $334.7 million | Not listed | adviserinfo.sec.gov |
| Proactive Wealth Strategies, LLC | Marietta | $315.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Marietta, GA
- Investment advisers in Georgia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Wiser Wealth Management, Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.