Wisniewski Wealth Management

Wisniewski Wealth Management (CRD# 150264) is a financial advisory firm headquartered in Dallas, TX. They manage $159,567,130 in 2,167 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
5005 Lyndon B Johnson Freeway, Suite 335, Dallas, TX 75244
http://wi-wm.com/
By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    2,167
    ACCOUNTS
  • Average Account Value
    $73,635
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, MO, OH, TX

Financial Advisors at Wisniewski Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan McMullen, financial advisor Dallas TX
Jonathan T. McMullen
CRD#: 5972192
5005 Lyndon B Johnson Freeway, Suite 335, Dallas, TX 75244

Jonathan McMullen (CRD# 5972192) is an Investment Advisor Representative working at Wisniewski Wealth Management in Dallas, TX and has over 12 years of experience in the finance industry.

2
Scott Wisniewski, financial advisor Dallas TX
Scott D. Wisniewski
CRD#: 5542824
5005 Lyndon B Johnson Freeway, Suite 335, Dallas, TX 75244

Scott Wisniewski (CRD# 5542824) is an Investment Advisor Representative working at Wisniewski Wealth Management in Dallas, TX and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals