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| Wisniewski Wealth Management LLC
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|---|---|
| CRD # | 150264 |
| SEC # | 801-120675 |
| CIK # | |
| AUM | 266.1 M (2026-06-02) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 972-965-8261 |
| Address | 5005 Lyndon B Johnson Freeway Dallas, TX 75244 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 195 | 84.1 |
| (b) Individuals (high net worth individuals) | 78 | 182.1 |
| (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 | 0 | 0.0 |
| (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 | 2,011 | 266.1 |
| By Discretionary | ||
| Discretionary | 1,735 | 225.4 |
| Non-Discretionary | 276 | 40.8 |
| Total | 2,011 | 266.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 266.1 | |
| Total | 2,011 | 266.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cmbidwell & Associates Ltd
✚
|
267.1 M | |
|
Arsenal Capital Advisors LLC
✚
|
PA | 267.1 M |
|
Win Advisors Inc
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FL | 266.8 M |
|
Harbour Wealth Management Group Inc
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SC | 266.2 M |
|
Tassel Capital Management Inc
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|
NC | 266.0 M |
|
Cerda Munoz Advisors Inc
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CA | 265.7 M |
|
Bernzott Capital Advisors
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|
CA | 265.4 M |
|
Spraker West Wealth Management Inc
✚
|
FL | 265.3 M |
|
The DALA Group LLC
✚
|
IL | 265.2 M |
|
Bright Wealth Management LLC
✚
|
TX | 265.0 M |