# Wismed Financial, Inc.

> Wismed Financial, Inc. is a state-registered investment advisory firm in Fitchburg, WI, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 310946
- Filed as: WISMED FINANCIAL, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fitchburg, WI
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310946
- AdvisorCensus page: https://advisorcensus.com/firm/wismed-financial-inc-fitchburg-wi-310946

## Quick answers

**How is Wismed Financial, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Wismed Financial, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Wismed Financial, Inc. located?**
Wismed Financial, Inc.'s principal office is in Fitchburg, WI, according to its Form ADV.

**Is Wismed Financial, Inc. registered with the SEC or a state?**
Wismed Financial, Inc. is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310946.

**How much does Wismed Financial, Inc. manage?**
Wismed Financial, Inc. reports $82,534,068 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**What types of clients does Wismed Financial, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (34); individuals (other than high net worth individuals) (32); corporations or other businesses not listed above (3).

**Does Wismed Financial, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310946

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $82,534,068
- Discretionary: $82,534,068
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $4,297,970 |
| High net worth individuals | 34 | $67,653,231 |
| Corporations or other businesses not listed above | 3 | $10,582,867 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wismedfinancial.org
- Facebook @wismedfinancial
- LinkedIn @wismedfinancial
- YouTube @UCHl1tJY3Wk9IcGfrcljYieA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wismed Financial, Inc. (CRD 310946): Form ADV filing data as of October 2026.