Wiser Wealth Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Marietta, GA. Its latest Form ADV filing, dated April 9, 2026, reports $514M in regulatory assets under management, 11 employee, and 1,491 accounts.
Assets Under Management
$514M
Employees
11
Offices
--
Total Clients
528
Primary office
MARIETTA, GA
125 CHURCH ST, SUITE 220, MARIETTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.1% of total clients.
Top client categories% of clientsClients
1
Individuals
69.1%
365
2
HNWI
29.5%
156
3
Pension Plans
1.3%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$514Mas of April 9, 2026
Discretionary97.7%
$502M
98% of total RAUM97.7%
Non-discretionary2.3%
$12M
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$514M
Total Accounts1,491
10Y AUM Change+$367M (+250.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee48:1
10Y Employee Change+5 (+83.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.