WISEMAN & ASSOCIATES WEALTH MANAGEMENT

Overview

Wiseman & Associates Wealth Management is an independent, SEC-registered registered investment adviser formed in 2016 that focuses on financial planning and portfolio management for individuals and small businesses. The firm bills using a mix of percentage of assets under management, hourly charges and fixed fees, and manages client relationships primarily on a discretionary basis. Investment activity is concentrated in pooled public funds rather than direct stock selection or proprietary private capital programs; the firm does not identify itself as an active ESG investor and is not positioned as a capital allocator to third‑party private funds. The client mix includes individual and family relationships and some institutional work, with services centered on planning and ongoing portfolio oversight rather than large‑scale institutional consulting or pension advisory. Custody and execution are routed through LPL Financial, which is the custodian for the firm’s reported assets.

Assets & Accounts

Investments & Alternatives

Location & Offices