AdvisorCensus / Financial advisors / Texas / Dallas / Wisniewski Wealth Management
Wisniewski Wealth Management
Filed as WISNIEWSKI WEALTH MANAGEMENT · Legal name Wisniewski Wealth Management LLC
Wisniewski Wealth Management is an SEC-registered investment advisory firm in Dallas, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.
Quick answers
From the filingHow is Wisniewski Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Wisniewski Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Wisniewski Wealth Management located?
Wisniewski Wealth Management's principal office is in Dallas, TX, according to its Form ADV.
Is Wisniewski Wealth Management registered with the SEC or a state?
Wisniewski Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 150264.
How much does Wisniewski Wealth Management manage?
Wisniewski Wealth Management reports $266,149,431 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (85% discretionary).
How have Wisniewski Wealth Management's assets and staff changed since 2021?
In the Form ADV data for Wisniewski Wealth Management: Regulatory assets under management: $114,883,622 in the October 2021 data and $266,149,431 in the October 2026 data, up 132%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Wisniewski Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (195); high net worth individuals (78).
Which custodians does Wisniewski Wealth Management use?
Wisniewski Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Wisniewski Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150264
Does Wisniewski Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated July 24, 2026 says: "Adviser does not require a minimum amount of assets to manage, advise, and/or supervise any client’s account."
What changed in Wisniewski Wealth Management's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $237,161,370 to $266,149,431 (+12%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
Adviser does not require a minimum amount of assets to manage, advise, and/or supervise any client’s account.
As stated in the firm's Form ADV Part 2A brochure dated July 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$266,149,431 as of October 2026, filing dated July 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Wisniewski Wealth Management LLC
- Also doing business as
- ER DOC ADVISOR, MEDSPA FINANCIAL
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 5. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $266,149,431 | 5 | July 24, 2026 |
| October 2025 | $237,161,370 | 5 | June 23, 2025 |
| October 2024 | $159,567,130 | 6 | September 20, 2024 |
| October 2023 | $168,374,557 | 6 | September 5, 2023 |
| October 2022 | $152,670,550 | 5 | March 21, 2022 |
| October 2021 | $114,883,622 | 3 | March 2, 2021 |
Regulatory assets under management: $114,883,622 in the October 2021 data and $266,149,431 in the October 2026 data, up 132%.
Total employees: 3 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $237,161,370 to $266,149,431 (+12%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Wisniewski Wealth Management (CRD 150264): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wisniewski-wealth-management-dallas-tx-150264