LP Profile

Wiser Advisor Group

Also known as WAG

Wealth ManagerPhoenix, United StatesFounded 2023
$110M
Assets Under Management
Phoenix
Headquarters
Investment Focus

About Wiser Advisor Group

Wiser Advisor Group is a Registered Investment Advisory and Multi-Family office based in Phoenix, Arizona. Established in 2023, the firm provides individuals, families, and organizations with financial advice and services. The assets of the firm are managed by the executive management team.

Preferred Investment Types

Debt - GeneralPrivate EquityHedge FundVenture Capital
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Wiser Advisor Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$127.8M
Total Clients
155
Filing Date
March 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Wiser Advisor Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Wiser Advisor Group?

Wiser Advisor Group is a wealth manager based in Phoenix, United States, managing approximately $110M in assets.

Where is Wiser Advisor Group headquartered?

Wiser Advisor Group is headquartered in Phoenix, United States.

How much does Wiser Advisor Group manage?

Wiser Advisor Group manages approximately $110M in assets under management.

When was Wiser Advisor Group founded?

Wiser Advisor Group was founded in 2023.

What does Wiser Advisor Group invest in?

Wiser Advisor Group focuses on Debt - General, Private Equity, Hedge Fund, Venture Capital.

How can I contact Wiser Advisor Group?

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