Wiseman & Associates Wealth Management

Wiseman & Associates Wealth Management (CRD# 169677) is a financial advisory firm headquartered in Winchester, VA. They manage $100,085,989 in 345 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    345
    ACCOUNTS
  • Average Account Value
    $290,104
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.

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
93
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.

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 32 years of experience in the finance industry.

3
Jordan D. Braithwaite
CRD#: 6156102
27 West Boscawen Street, Winchester, VA 22601
87
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
87
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
87
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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.