WISER ADVISOR GROUP LLC
Doing business as WISER ADVISOR GROUP. SEC Form ADV profile.
Total regulatory AUM
$127,790,495
Discretionary
$127,185,386
Non-discretionary
$605,109
Firm details
- CRD number
- 326579
- SEC file number
- 801-127992
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.