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- Custodian
- Charles Schwab & Company · Empower
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-06-2009
- Office Locations
- 2
Office Locations
About Wisniewski Wealth Management
Wisniewski Wealth Management is a Dallas-based fiduciary RIA offering a Personal CFO model for individuals, families, and business owners—combining investment management, financial planning, tax prep/filing, and business planning (payroll/bookkeeping and tax filings). Portfolios are academic-based and designed to capture asset-class returns at low cost. Team includes CFP® professionals and Enrolled Agents, including IRS representation.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
SCOTT D WISNIEWSKI
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5542824
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Emily Zidell Wisniewski
--
- CRD
- #8043044
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $225,357,671 | $129,889 |
| Non-Discretionary | $40,791,760 | $147,796 |
| Total | $266,149,431 | $132,347 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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