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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 | 2023-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homrich Berg | Atlanta | GA | 09/2011 | 08/2023 |
| Wiser Wealth Management, Inc. | Marietta | GA | 08/2023 | Present |
1150 Collier Road I-17, LLC. Began Jan 2017. I own rental properties. I devote approximately 4 hours per month to the rental properties, none of which are during securities trading hours. My duties with Wiser Wealth Management are unrelated to my rental properties.
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