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
Wiseman & Associates Wealth Management
By the Numbers
-
Total Assets Under Management80MILLION
-
Total Number of Accounts200ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Wiseman & Associates Wealth Management
1
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 (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.
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