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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2008
- Office Locations
- 2
Office Locations
About Wiser Wealth Management, INC
Wiser Wealth Management is a Marietta, GA advisory firm providing portfolio management paired with comprehensive financial planning, plus flat-fee planning for do-it-yourself investors. The team is fiduciary and emphasizes no product sales or commissions. Client focus includes business owners, airline pilots, and individuals navigating retirement, inheritance, legacy planning, and major life transitions, coordinating as needed with a network of CPAs and attorneys and offering ongoing access supported by modern client technology.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CASEY TYLER SMITH
Chief Compliance Officer, President
- CRD
- #4141592
- Ownership
- 75% or more
Andrea Alexa Brannen
--
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Michaela Brooke Dowdy
Financial Planning Associate
- CRD
- #7377262
William Lee Medcalf
Financial Advisor
- CRD
- #7572226
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $501,734,054 | $338,096 |
| Non-Discretionary | $11,897,652 | $1,699,665 |
| Total | $513,631,706 | $344,488 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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