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Wiser Wealth Management, Inc CRD 125282
$514M regulatory AUM 105 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
125 Church St Suite 220, Marietta, GA 30060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Henssler Financial | Kennesaw | GA | 01/2011 | 10/2022 |
| Wiser Wealth Management, Inc. | Marietta | GA | 05/2024 | Present |
| Optavia | Woodstock | GA | 01/2021 | Present |
Optavia - Health coaching company located at 100 International Drive, 18th Floor, Baltimore, MD 21202. Health coach since January 2021. 10-15 hours per week on this business, none during trading hours. Non-investment related. Private Family Foundation located in Suwanee, GA. On the board of directors. Attend meetings and understand the foundation's processes. 1.5 hours a month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-10-28 |
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