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WISER ADVISOR GROUP

WISER ADVISOR GROUP LLC

CRD 326579 · SEC 801-127992

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AZ, United States

Phone

480-500-9055

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$127.8M

Discretionary AUM

$127.2M

Team

3 total employees; 3 advisory reps; 154 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals33$5.9M
High net worth individuals97$106.7M
Pension/profit sharing plans11$5.9M
Charitable organizations9$8.9M
Corporations/business entities4$413K

States served

AZ, CA, CO, DE, IN, MA, MI, NV, NJ, NC, SC, TN, UT, WI, WY, TX, FL, SD

All web addresses on file

Official SEC filing: View on IAPD