Wiseman & Associates Wealth Management

Wiseman & Associates Wealth Management (CRD# 169677) is a financial advisory firm headquartered in Winchester, VA. They manage $131,000,000 in 256 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $511,719
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 pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA, TX, VA, WV

Financial Advisors at Wiseman & Associates Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Jeffrey A. Hahn
CRD#: 5378966
27 West Boscawen Street, Winchester, VA 22601
96
Wealthminder
score

Jeffrey Hahn (CRD# 5378966) is an Investment Advisor Representative working at Wiseman & Associates Wealth Management in Winchester, VA and has over 10 years of experience in the finance industry. Jeffrey Hahn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas R. Wiseman
CRD#: 1358050
27 West Boscawen Street, Winchester, VA 22601
93
Wealthminder
score

Thomas Wiseman (CRD# 1358050) is an Investment Advisor Representative working at Wiseman & Associates Wealth Management in Winchester, VA and has over 33 years of experience in the finance industry.

3
Jordan D. Braithwaite
CRD#: 6156102
27 West Boscawen Street, Winchester, VA 22601
89
Wealthminder
score

Jordan Braithwaite (CRD# 6156102) is an Investment Advisor Representative working at Wiseman & Associates Wealth Management in Winchester, VA and has over 2 years of experience in the finance industry.

4
Akhtar A. Khan
CRD#: 6254610
27 West Boscawen Street, Winchester, VA 22601
89
Wealthminder
score

Akhtar Khan (CRD# 6254610) is an Investment Advisor Representative working at Wiseman & Associates Wealth Management in Winchester, VA and has over 2 years of experience in the finance industry.

5
Lucy Zimmerman
CRD#: 5900302
27 West Boscawen Street, Winchester, VA 22601
89
Wealthminder
score

Lucy Zimmerman (CRD# 5900302) is an Investment Advisor Representative working at Wiseman & Associates Wealth Management in Winchester, VA and has over 2 years of experience in the finance industry.

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