WISEMAN WEALTH, LLC

WISEMAN & ASSOCIATES WEALTH MANAGEMENT
MIDDLEBURG, Virginia·3 registered advisors·CRD# 169677
SEC# 801-1074410540-687-7077
01

Firm Overview

AUM
$49M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at WISEMAN WEALTH, LLC

3 registered advisors
Jeffrey Allan Hahn
WINCHESTER, Virginia
Lucy Zimmerman
MIDDLEBURG, Virginia
Thomas Reid Wiseman
MIDDLEBURG, Virginia
05

Office Locations

MIDDLEBURG, Virginia
2 advisors
WINCHESTER, Virginia
1 advisor

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Data sourced from SEC Form ADV filings. WISEMAN WEALTH, LLC (CRD# 169677) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.