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| Wiser Wealth Management Inc
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|
|---|---|
| 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) |
|---|
| 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
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|
MO | 0.1 |
|
Atlas Wealth Management Group LLC
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CA | 0.0 |
|
Claraphi LLC
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WA | 0.0 |
|
Geordan Capital Management LLC
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|
CO | 0.0 |
|
RE Dickinson Investment Advisors LLC
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IA | 0.0 |
|
Lakeside Capital Management LLC
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WA | 0.0 |
|
Chamberlain Consulting Group LLC
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|
CA | 0.0 |