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| Wiser Advisor Group LLC
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| |
|---|---|
| CRD # | 326579 |
| SEC # | 801-127992 |
| CIK # | 0002011550 |
| AUM | $117.7 MM (2024-03-25) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 480-500-9055 |
| Address | 4616 E Sunset Dr Phoenix, AZ 85028 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 5.4 | |
| AMZN | 1,092,997.8 | 2.4 | |
| GOOGL | 1,475,138.5 | 2.1 | |
| MSFT | 1,918,222.4 | 1.6 | |
| META | 434,852.0 | 1.6 | |
| JPM | 340,169.2 | 1.4 | |
| LLY | 301,789.7 | 1.3 | |
| HD | 277,648.0 | 1.2 | |
| PLD | 88,071.4 | 1.2 | |
| MCD | 179,584.2 | 1.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 9.9 |
| (b) Individuals (high net worth individuals) | 13 | 85.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 9.2 |
| (h) Charitable organizations | 0 | 6.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 7.2 |
| (n) Other | 0 | 0.0 |
| Total | 240 | 117.7 |
| By Discretionary | ||
| Discretionary | 233 | 108.8 |
| Non-Discretionary | 7 | 9.0 |
| Total | 240 | 117.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.7 | |
| Total | 240 | 117.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002011550] |
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