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Building 2WISEMAN & ASSOCIATES WEALTH MANAGEMENT

Map pinMIDDLEBURG, VA
Phone540-687-7077
NotebookSEC #801-107441
Total AUM
$49.1M
Employees
4
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 THE PLAINS ROAD
SUITE 100
MIDDLEBURG
VA 20117
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
540-687-7077

ReceiptFinancials

Total AUM
$49.1M
Accounts
119
Discretionary
$49.1M
Accounts
119
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
40
AUM
$35.1M
HNW Individual Clients
20
AUM
$12.5M
Charitable Organization Clients
2
AUM
$1.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPATXVAWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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