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
115 The Plains Road, Suite 100, Middleburg, VA 20117
http://www.wisemanandassociates.com
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Wiseman & Associates Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Wiseman, financial advisor Middleburg VA
Thomas R. Wiseman
CRD#: 1358050
115 The Plains Road, Suite 100, Middleburg, VA 20117

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, financial advisor Middleburg VA
Lucy Zimmerman
CRD#: 5900302
115 The Plains Road, Suite 100, Middleburg, VA 20117

Lucy Zimmerman (CRD# 5900302) is an Investment Advisor Representative working at Wiseman & Associates Wealth Management in Middleburg, VA and has over 8 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.

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