Wisniewski Wealth Management
Wisniewski Wealth Management (CRD# 150264) is a financial advisory firm headquartered in Dallas, TX. They manage $159,567,130 in 2,167 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management160MILLION
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Total Number of Accounts2,167ACCOUNTS
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Average Account Value$73,635
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 businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, LA, MO, OH, TX
Financial Advisors at Wisniewski Wealth Management
1
Jonathan McMullen (CRD# 5972192) is an Investment Advisor Representative working at Wisniewski Wealth Management in Dallas, TX and has over 12 years of experience in the finance industry.
2
Scott Wisniewski (CRD# 5542824) is an Investment Advisor Representative working at Wisniewski Wealth Management in Dallas, TX and has over 14 years of experience in the finance industry.
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