LP Profile

Wisniewski Wealth Management

Also known as wisniewski wealth

Wealth ManagerDallas, United StatesFounded 2009
$153M
Assets Under Management
Dallas
Headquarters
Investment Focus

About Wisniewski Wealth Management

Wisniewski Wealth Management is a wealth manager based in Dallas, US. Founded in 2009. Reported AUM: 153 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Wisniewski Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$266.1M
Total Clients
2,011
Filing Date
March 23, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Wisniewski Wealth Management 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 Wisniewski Wealth Management?

Wisniewski Wealth Management is a wealth manager based in Dallas, United States, managing approximately $153M in assets.

Where is Wisniewski Wealth Management headquartered?

Wisniewski Wealth Management is headquartered in Dallas, United States.

How much does Wisniewski Wealth Management manage?

Wisniewski Wealth Management manages approximately $153M in assets under management.

When was Wisniewski Wealth Management founded?

Wisniewski Wealth Management was founded in 2009.

How can I contact Wisniewski Wealth Management?

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