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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wiser Advisor Group LLC
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|---|---|
| CRD # | 326579 |
| SEC # | 801-127992 |
| CIK # | 0002011550 |
| AUM | $115.1 M (2025-07-07) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 480-500-9055 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.8 | ||
| Lilly Eli & Co | 3.4 | ||
| Amazon Com Inc | 2.9 | ||
| Facebook Inc | 2.6 | ||
| Alphabet Inc | 2.6 | ||
| Microsoft Corp | 2.1 | ||
| J P Morgan Chase & Co | 1.8 | ||
| Nvidia Corp | 1.6 | ||
| Home Depot Inc | 1.4 | ||
| Wal Mart Stores Inc | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 11.1 |
| (b) Individuals (high net worth individuals) | 22 | 90.9 |
| (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 | 3 | 3.8 |
| (h) Charitable organizations | 4 | 4.6 |
| (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 | 2 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 255 | 115.1 |
| By Discretionary | ||
| Discretionary | 254 | 114.5 |
| Non-Discretionary | 1 | 0.6 |
| Total | 255 | 115.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.1 | |
| Total | 255 | 115.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011550] |
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