Wiseman & Associates Wealth Management
Wiseman & Associates Wealth Management (CRD# 169677) is a financial advisory firm headquartered in Middleburg, VA. They manage $79,614,076 in 200 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wiseman & Associates Wealth Management
By the Numbers
-
Total Assets Under Management80MILLION
-
Total Number of Accounts200ACCOUNTS
-
Average Account Value$398,070
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Wiseman & Associates Wealth Management
1
Thomas Wiseman (CRD# 1358050) is an Investment Advisor Representative working at Wiseman & Associates Wealth Management in Middleburg, VA and has over 39 years of experience in the finance industry.
2
Lucy Zimmerman (CRD# 5900302) is an Investment Advisor Representative working at Wiseman & Associates Wealth Management in Middleburg, VA and has over 9 years of experience in the finance industry.
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