Wisniewski Wealth Management

Overview

Wisniewski Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Fee arrangements include percentage-of-assets-under-management and fixed fees. The adviser is not positioned as a capital allocator to external managers and does not identify as an active ESG investor. Advisory relationships are supported by industry ties to an accountant and an insurance company, suggesting integrated tax and insurance coordination alongside investment and planning work. The firm became SEC-registered in 2021.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices