CRD: 169677
Wiseman & Associates Wealth Management
$70.6M Total AUM
$70.6M Disc. AUM
-- 3Y CAGR
3 Employees
210 ADV. Clients
12 yrs Firm Age
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- Custodian
- Betterment ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-07-2014
- Office Locations
- 2
Office Locations
115 THE Plains Road Suite 100 Middleburg VA
-- Winchester VA
About Wiseman & Associates Wealth Management
Virginia-based Wiseman & Associates Wealth Management provides financial planning and insurance guidance for individuals and business owners, spanning retirement, tax and estate planning, and life insurance. Investment approach centers on asset allocation and risk management with portfolios that may use mutual funds, ETFs, and annuities. Custody supported via LPL Financial and Betterment.
Team overview
61 AVG AGE
$35.3M AVG AUM / ADVISOR
$336.2K AVG AUM / CLIENT
5.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Fund Managers
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
T
THOMAS REID WISEMAN II
Chief Compliance Officer, PRINCIPAL
- CRD
- #1358050
- Ownership
- Less than 5%
Available
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J
Joseph Tate Constantino
--
- CRD
- #8053639
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,600,724 | $412,479 |
| Non-Discretionary | $0 | -- |
| Total | $70,600,724 | $412,479 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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