Wiser Wealth Management Inc
- Assets, Funds, Holdings
|
Total AUM ($M)
|
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| RE |
Wiser Private Equity Real Estate LLC |
[2021-03-01]
|
0.9 M |
0.9 M |
|
Offered $2,000,000 · Filed 2013-04-01 (D) · Exemption 506 · Minimum $10,000 · Remaining $1,050,000 · Duration One year or less · Revenue No Revenues
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
365
|
143.7 |
| (b) Individuals (high net worth individuals) |
156
|
358.0 |
| (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 |
11.9 |
| (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 |
1,491 |
513.6 |
| By Discretionary |
| Discretionary |
1,484 |
501.7 |
| Non-Discretionary |
7 |
11.9 |
| Total |
1,491 |
513.6 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
513.6 |
| Total |
1,491 |
513.6 |
| Form D Directors |
Role |
# Filings |
# Firms |
2011 - 2026 |
| Jay Nelson |
Executive Officer |
8 |
3 |
|
| Casey Smith |
Executive Officer |
6 |
2 |
|
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.1B |
| Clients | 105 |
| Serves | Retail |
| Fund Types | Real Estate |
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