Wisniewski Wealth Management LLC

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Assets, Funds, Holdings

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Wisniewski Wealth Management LLC
CRD #150264
SEC #801-120675
CIK #
AUM $159.6 MM (2024-05-23)
Employees 6 (33% Investors, 0% Brokers)
Phone972-965-8261
Address5005 Lyndon B Johnson Freeway
Dallas, TX 75244
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
170136102683402009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 212 63.9
(b) Individuals (high net worth individuals) 58 95.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2,167 159.6
By Discretionary
Discretionary 1,729 105.5
Non-Discretionary 438 54.0
Total 2,167 159.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 159.6
Total 2,167 159.6
Comparable Firms State AUM ($BB)
Meadowbrook Investment Advisors LLC
MI 0.2
Finarc Investments Inc
MA 0.2
Garton and Associates Financial Advisors LLC
KY 0.2
Pilotage Private Wealth AG
0.2
Clemson-Eps Advisors LLC
SC 0.2
Smith Bruer Advisors LLC
FL 0.2
KURE Advisory LLC
MN 0.2
Barker Wealth Management LLC
WA 0.2
Prospect Financial Group LLC
VA 0.2
Forest Capital Operating Company LLC
NC 0.2
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