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 9 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 31 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 1 year 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 1 year 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 1 year of experience in the finance industry.

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