Data / Investment advisers / Texas / Wisniewski Wealth Management
Wisniewski Wealth Management, Dallas, TX: $266 million AUM, SEC registered investment adviser
Wisniewski Wealth Management is an SEC registered investment adviser with its main office in Dallas, Texas and reports $266 million in regulatory assets under management in its Form ADV filed July 24, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 150264
- SEC file number
- 801-120675
- SEC status
- Approved, effective April 1, 2021
- Legal name
- Wisniewski Wealth Management LLC
- Main office
- 5005 Lyndon B Johnson Freeway Suite 335, Dallas, TX 75244
- Phone
- (972) 965-8261
- Regulatory AUM
- $266,149,431 in the Form ADV filed July 24, 2026
- Discretionary AUM
- $225,357,671
- Non discretionary AUM
- $40,791,760
- Accounts
- 2,011
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 24, 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 | 78 | $182.1 million |
| Individuals (other than high net worth individuals) | 195 | $84.1 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 | $266.1 million | March 23, 2026 |
| December 1, 2025 | $237.2 million | September 24, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Lexington Hill Partners, LLC | Dallas | $278.4 million | Not listed | adviserinfo.sec.gov |
| Johkim Capital Partners Management LLC | Dallas | $277 million | 1 | adviserinfo.sec.gov |
| Roserock Wealth Management, LLC | Dallas | $275 million | Not listed | adviserinfo.sec.gov |
| Tillridge Global Agribusiness Partners | Dallas | $270 million | 1 | adviserinfo.sec.gov |
| CSR Capital | Dallas | $268.7 million | 1 | adviserinfo.sec.gov |
| Grey Rock Energy Management, LLC | Dallas | $259.9 million | 3 | adviserinfo.sec.gov |
| Hep Partners LLC | Dallas | $257.9 million | 10 | adviserinfo.sec.gov |
| Hartmann Taylor Wealth Management, LLC | Dallas | $254.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Wisniewski Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.