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| Wiser Advisor Group LLC
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|---|---|
| CRD # | 326579 |
| SEC # | 801-127992 |
| CIK # | 0002011550 |
| AUM | 127.8 M (2026-03-25) |
| Employees | 3 (100% Investors, 67% Brokers) |
| Fees | |
| Minimum | |
| Phone | 480-500-9055 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002011550 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.5 | ||
| Alphabet Inc | 4.0 | ||
| Lilly Eli & Co | 3.9 | ||
| Amazon Com Inc | 2.8 | ||
| Facebook Inc | 2.0 | ||
| J P Morgan Chase & Co | 1.9 | ||
| Wal Mart Stores Inc | 1.8 | ||
| Nvidia Corp | 1.7 | ||
| Microsoft Corp | 1.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.5 | ||
| McDonalds Corp | 1.4 | ||
| Home Depot Inc | 1.2 | ||
| Coca Cola Co | 1.2 | ||
| Blackstone Group LP | 1.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 5.9 |
| (b) Individuals (high net worth individuals) | 97 | 106.7 |
| (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 | 11 | 5.9 |
| (h) Charitable organizations | 9 | 8.9 |
| (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 | 4 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 155 | 127.8 |
| By Discretionary | ||
| Discretionary | 154 | 127.2 |
| Non-Discretionary | 1 | 0.6 |
| Total | 155 | 127.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.8 | |
| Total | 155 | 127.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011550] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 154 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Guardian Capital LLC
✚
|
PA | 128.1 M |
|
Lifespring Wealth Management LLC
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|
128.0 M | |
|
Opus Private Wealth Group LLC
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CA | 128.0 M |
|
Breakwater Financial LLC
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MA | 127.9 M |
|
Split Creek LLC
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127.7 M | |
|
Global Portfolio Solutions Inc
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|
AZ | 127.7 M |
|
Willow Financial LLC
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|
AR | 127.6 M |
|
Align Advisor Group LLC
✚
|
NJ | 127.5 M |
|
Hidden Hills Wealth LLC
✚
|
127.5 M | |
|
S Capital Wealth Advisors LLC
✚
|
MN | 127.5 M |