Investment adviser · CRD 125282

WISER WEALTH MANAGEMENT, INC

Investment adviser filing (IA)

MARIETTA, GA, United States · Form ADV filed Jun 22, 2026

Regulatory AUM
$514M
Form ADV · Item 5.F
Client accounts
1,491
Accounts, not individual clients
Employees
11
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals156$357,990,02069.7%
Individuals365$143,744,03428.0%
Retirement plans7$11,897,6522.3%
Filing source

Form ADV 2113483 · Jun 22, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

WISER PRIVATE EQUITY REAL ESTATE, LLCReal Estate Fund · Last reported Jan 26, 2022$900KGross asset value

Form D fundraising filings

Wiser Private Equity Real Estate LLC

Auditor FRAZIER AND DEETER, CPA ALPHARETTA, Georgia, United States
Custodian VININGS BANK SMYRNA, Georgia, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

FRAZIER AND DEETER, CPA
PCAOB 215

Fund details & source
Fund ID
805-6302738464
Reported beneficial owners
13
Minimum commitment
$10K
Form D file number
021-194264

Form ADV 1595866 · Jan 26, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 22, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

125 CHURCH ST, SUITE 220
MARIETTA, GA, 30060, United States

CRD 125282

Filing source

Form ADV 2113483 · Jun 22, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.