$48.9M Total AUM
$48.9M Disc. AUM
-- 3Y CAGR
1 Employees
116 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-13-2003
- Office Locations
- 1
Office Locations
-- Marietta GA
About Southern Incomes, LLC
Southern Incomes, LLC is a Marietta, GA RIA focused on pre-retirees (55-67), helping clients plan retirement timing, manage taxes and healthcare costs, and convert savings into a steady paycheck with spousal protection planning. Portfolio construction uses ETFs and mutual funds alongside fixed income and annuity/insurance solutions, with accounts custodied at Charles Schwab.
Team overview
-- AVG AGE
$48.9M AVG AUM / ADVISOR
$421.7K AVG AUM / CLIENT
23.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
M
MARK THOMAS WISNESKI
Chief Compliance Officer, Managing Member
- CRD
- #2488421
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,922,162 | $134,325 |
| Non-Discretionary | $0 | -- |
| Total | $48,922,162 | $134,325 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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