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- Custodian
- LPL Financial · Merrill Lynch · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-17-2023
- Office Locations
- 2
Office Locations
About Wiser Advisor Group
Wiser Advisor Group is a Phoenix-based registered investment adviser providing customized financial planning and wealth management for families, business owners/corporations, and nonprofits. Services include retirement and estate planning, corporate benefit and cash management solutions, M&A/exit and planned giving strategies, and investment management for reserves. Offers access to alternative investments; CEO Larry Lytle was named a Money.com Top Financial Planner (2024).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LARRY LYTLE
Chief Executive Officer
- CRD
- #4872962
- Ownership
- 75% or more
Zachary Evan Lytle
Chief Compliance Officer, Chief Operating Officer
- CRD
- #7028307
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Donald Laughlin
--
- CRD
- #8189910
LARRY LYTLE
Chief Executive Officer
- CRD
- #4872962
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,185,386 | $825,879 |
| Non-Discretionary | $605,109 | $605,109 |
| Total | $127,790,495 | $824,455 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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