Wiser Wealth Management Inc

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Wiser Wealth Management Inc ✚
CRD #	125282
SEC #	801-120669
CIK #	0001573263
AUM	$404.6 M (2025-03-17)
Employees	10 (40% Investors, 0% Brokers)
Phone	678-905-4450
Address	125 Church St Marietta, GA 30060
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]

Total AUM ($M) Copy

Sector	Form 13F Holdings	Value ($M)
	Bitwise Bitcoin ETF	2.5
	Apple Inc	2.3
	Microsoft Corp	1.8
	Nvidia Corp	1.7
	Home Depot Inc	1.7
	Amazon Com Inc	0.9
	Facebook Inc	0.7
	Alphabet Inc	0.6
	Wal Mart Stores Inc	0.6

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
RE	Wiser Private Equity Real Estate LLC	[2021-03-01]	0.9	0.9

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	366	136.6
(b) Individuals (high net worth individuals)	121	262.2
(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	6	5.7
(h) Charitable organizations	0	0.0
(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	0	0.0
(n) Other	0	0.0
Total	1,398	404.6
By Discretionary
Discretionary	1,392	398.8
Non-Discretionary	6	5.7
Total	1,398	404.6
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		404.6
Total	1,398	404.6

Form D Directors	# Filings	# Firms	2011 - 2025
Jay Nelson	8
Casey Smith	6

EDGAR Form	CIK	2011 - 2025
13F-HR	[0001573263]

Comparable Firms	State	AUM ($B)
Profusion Financial Inc ✚	MO	0.1
Atlas Wealth Management Group LLC ✚	CA	0.0
Claraphi LLC ✚	WA	0.0
Geordan Capital Management LLC ✚	CO	0.0
RE Dickinson Investment Advisors LLC ✚	IA	0.0
Lakeside Capital Management LLC ✚	WA	0.0
Chamberlain Consulting Group LLC ✚	CA	0.0

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Wiser Wealth Management Inc

Assets, Funds, Holdings