WISNIEWSKI WEALTH MANAGEMENT
WISNIEWSKI WEALTH MANAGEMENT LLC Legal Name
Adviser information for WISNIEWSKI WEALTH MANAGEMENT last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,729 | $105.5M |
| Non-Discretionary | 438 | $54.0M |
| Total | 2,167 | $159.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 212 | $63.9M |
| HNW Individuals | 58 | $95.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120675 |
|---|---|
| SEC ERA File Number | 801-120675 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 150264 |
| Legal Entity Identifier | None |
Principal Office
5005 LYNDON B JOHNSON FREEWAYSUITE 335
DALLAS
TX
United States
Monday - Friday, 9:00AM-5:00PM
Tel: (972) 965-8261, Fax: (972) 591-4510
Chief Compliance Officer
SCOTT WISNIEWSKI
MANAGING MEMBER
5005 LYNDON B JOHNSON FREEWAY
SUITE 335
DALLAS
TX
United States
Tel:
(972) 965-8261
S***********@********M
(Full email address available in API data)
Regulatory Contact
CHRIS STANLEY
FOUNDING PRINCIPAL, BEACH STREET LEGAL
PO BOX 31681
DES PERES
MO
United States
Tel:
(314) 441-6191
T***@*******************M
(Full email address available in API data)
Industry Affiliates
| ARIANNA INSURANCE ADVISORS, LLC | Insurance company or agency |
| ARIANNA TAX ADVISORS LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WISNIEWSKI, SCOTT, D | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 04/2009 | > 75% |