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Thomas Reid Wiseman

WISEMAN WEALTH, LLC·MIDDLEBURG, Virginia
Unclaimed Profile
115 THE PLAINS ROAD, MIDDLEBURG, VA 20117CRD# 1358050Firm CRD# 169677
01

About

Thomas Reid Wiseman is a registered financial advisor based in MIDDLEBURG, Virginia, affiliated with WISEMAN WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
WISEMAN WEALTH, LLC
WISEMAN & ASSOCIATES WEALTH MANAGEMENT
AUM
$49M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WISEMAN WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1358050
Firm CRD# 169677
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Reid Wiseman offer?
Thomas Reid Wiseman specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MIDDLEBURG, Virginia for a consultation.
What are Thomas Reid Wiseman's credentials?
Thomas Reid Wiseman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Reid Wiseman located?
Thomas Reid Wiseman is based in MIDDLEBURG, Virginia, working with WISEMAN WEALTH, LLC. Their office serves clients in the MIDDLEBURG metropolitan area and surrounding communities.
How does Thomas Reid Wiseman charge for services?
Thomas Reid Wiseman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WISEMAN WEALTH, LLC?
WISEMAN WEALTH, LLC has approximately 4 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
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