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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-19-2022
- Office Locations
- 3
Office Locations
About Miser Asset Management
Miser Wealth Partners (Miser Asset Management, LLC) serves high-net-worth individuals and business owners with integrated wealth management and proactive tax strategy. Tennessee attorneys, enrolled agents, and investment professionals collaborate on planning and implementation, including charitable/trust and retirement plan design. Portfolios emphasize ETFs. Based near Knoxville/Tellico Village, with secure virtual service beyond East Tennessee.
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Client Personas
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Investment Themes
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Owner & Executives
DEREK A MISER
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #2882966
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Jackson Kade Lucero
--
- CRD
- #7984823
Adam James Proulx
--
- CRD
- #7735937
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,305,630 | -- |
| Non-Discretionary | $51,374,421 | -- |
| Total | $55,680,051 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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