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Building 2WISNIEWSKI WEALTH MANAGEMENT

Map pinDALLAS, TX
Phone(972) 965-8261
NotebookSEC #801-120675
Total AUM
$266.1M
Employees
5
Clients
273

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5005 LYNDON B JOHNSON FREEWAY
SUITE 335
DALLAS
TX 75244
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
(972) 965-8261

ReceiptFinancials

Total AUM
$266.1M
Accounts
2,011
Discretionary
$225.4M
Accounts
1,735
Non-Discretionary
$40.8M
Accounts
276

ContactClients

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Individual Clients
195
AUM
$84.1M
HNW Individual Clients
78
AUM
$182.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLAMOOHTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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