Wisniewski Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 23, 2026, reports $266M in regulatory assets under management, 5 employees, and 2,011 accounts.
Assets Under Management
$266M
Employees
5
Offices
--
Total Clients
273
Primary office
DALLAS, TX
5005 LYNDON B JOHNSON FREEWAY, SUITE 335, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.4% of total clients.
Top client categories% of clientsClients
1
Individuals
71.4%
195
2
HNWI
28.6%
78
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$266Mas of March 23, 2026
Discretionary84.7%
$225M
85% of total RAUM84.7%
Non-discretionary15.3%
$41M
15% of total RAUM15.3%
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$266M
Total Accounts2,011
10Y AUM Change+$151M (+131.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee55:1
10Y Employee Change+2 (+66.7%)
* 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.