← Back to searchVisit website
WISNIEWSKI WEALTH MANAGEMENT
WISNIEWSKI WEALTH MANAGEMENT LLC
CRD 150264 · SEC 801-120675
5005 LYNDON B JOHNSON FREEWAY, SUITE 335, DALLAS, TX, 75244, United States
Phone
(972) 965-8261
Fax
(972) 528-0444
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$266.1M
Discretionary AUM
$225.4M
Team
5 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 195 | $84.1M |
| High net worth individuals | 78 | $182.1M |
States served
CA, CO, LA, OH, MO, TX, FL
All web addresses on file
- https://www.facebook.com/erdocadvisor
- https://www.linkedin.com/company/arianna-capital/
- https://www.facebook.com/Wisniewski-Wealth-Management-733497797040245/
- https://www.erdocadvisor.com/
- https://www.facebook.com/groups/1742501025842186
- https://www.erdocadvisor.com/podcast
- https://www.linkedin.com/in/emily-wisniewski-99630b29/
- https://www.instagram.com/erdocadvisor/
- https://x.com/theerdocadvisor
- http://wi-wm.com/
- https://www.linkedin.com/in/scottwisniewski1/
- https://www.medspafinancial.com/
Official SEC filing: View on IAPD