Wiser Advisor Group is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 25, 2026, reports $128M in regulatory assets under management, 3 employees, 1 office, and 155 accounts.
Top client segmentHNWI represent 63.0% of total clients.
Top client categories% of clientsClients
1
HNWI
63.0%
97
2
Individuals
21.4%
33
3
Pension Plans
7.1%
11
4
Charitable
5.8%
9
5
Corporations
2.6%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$128Mas of March 25, 2026
Discretionary99.5%
$127M
100% of total RAUM99.5%
Non-discretionary0.5%
$605K
0% of total RAUM0.5%
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.
Total AUM$128M
Total Accounts155
10Y AUM Change+$128M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee51:1
10Y Employee Change+1 (+50.0%)
* 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.