Wiser Wealth Management, Inc.

Wiser Wealth Management, Inc. (CRD# 125282) is a financial advisory firm headquartered in Marietta, GA. They manage $307,914,735 in 1,197 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
125 Church St, Suite 220, Marietta, GA 30060
https://linkedin.com/company/wiserwealth
By the Numbers
  • Total Assets Under Management
    308
    MILLION
  • Total Number of Accounts
    1,197
    ACCOUNTS
  • Average Account Value
    $257,239
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, NC, SC, TN, TX

Financial Advisors at Wiser Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Casey Smith, financial advisor Marietta GA
Casey T. Smith
CRD#: 4141592
125 Church St, Suite 220, Marietta, GA 30060

Casey Smith (CRD# 4141592) is an Investment Advisor Representative working at Wiser Wealth Management, Inc. in Marietta, GA and has over 23 years of experience in the finance industry.

2
Andrew Pratt, financial advisor Marietta GA
Andrew W. Pratt
CRD#: 7609408
125 Church St, Suite 220, Marietta, GA 30060

Andrew Pratt (CRD# 7609408) is an Investment Advisor Representative working at Wiser Wealth Management, Inc. in Marietta, GA and has 1 year 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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