WISNIEWSKI WEALTH MANAGEMENT LLC
Doing business as WISNIEWSKI WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$266,149,431
Discretionary
$225,357,671
Non-discretionary
$40,791,760
Firm details
- CRD number
- 150264
- SEC file number
- 801-120675
- Main office
- DALLAS, TX, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.