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Building 2WISER WEALTH MANAGEMENT, INC

Map pinMARIETTA, GA
Phone678-905-4450
NotebookSEC #801-120669
Total AUM
$513.6M
Employees
11
Clients
528

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 CHURCH ST
SUITE 220
MARIETTA
GA 30060
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
678-905-4450

ReceiptFinancials

Total AUM
$513.6M
Accounts
1,491
Discretionary
$501.7M
Accounts
1,484
Non-Discretionary
$11.9M
Accounts
7

ContactClients

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Individual Clients
365
AUM
$143.7M
HNW Individual Clients
156
AUM
$358M
Pension/Profit Sharing Plan Clients
7
AUM
$11.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

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

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