# Wisniewski Wealth Management

> 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.

- CRD: 150264
- Filed as: WISNIEWSKI WEALTH MANAGEMENT
- Legal name: Wisniewski Wealth Management LLC
- Also doing business as: ER DOC ADVISOR, MEDSPA FINANCIAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150264
- AdvisorCensus page: https://advisorcensus.com/firm/wisniewski-wealth-management-dallas-tx-150264

## Quick answers

**How 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).

**How much does Wisniewski Wealth Management charge?**
Its Form ADV Part 2A brochure dated July 24, 2026 states: Flat fee: $600 to $50,000 a year; Flat fee: $1,000 to $3,000 (estate planning coordination services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated July 24, 2026)

- Account minimum: None

> Adviser does not require a minimum amount of assets to manage, advise, and/or supervise any client’s account.

- Flat fee: $600 to $50,000 a year

> Our annual Flat Fee generally ranges between $600 to $50,000 per year.

- Flat fee: $1,000 to $3,000 (estate planning coordination services)

> In consideration of our estate planning coordination services, we generally charge a separate one-time flat fee that ranges from $1,000 to $3,000, billable in advance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $266,149,431
- Discretionary: $225,357,671
- Non-discretionary: $40,791,760

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 195 | $84,069,751 |
| High net worth individuals | 78 | $182,079,680 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, LA, MO, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- erdocadvisor.com
- erdocadvisor.com/podcast
- medspafinancial.com
- wi-wm.com
- Facebook @Wisniewski-Wealth-Management-733497797040245
- Facebook @erdocadvisor
- Facebook facebook.com
- Instagram @erdocadvisor
- LinkedIn @arianna-capital
- LinkedIn @emily-wisniewski-99630b29
- LinkedIn @scottwisniewski1
- X @theerdocadvisor

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $114,883,622 | 3 | March 2, 2021 |
| October 2022 | $152,670,550 | 5 | March 21, 2022 |
| October 2023 | $168,374,557 | 6 | September 5, 2023 |
| October 2024 | $159,567,130 | 6 | September 20, 2024 |
| October 2025 | $237,161,370 | 5 | June 23, 2025 |
| October 2026 | $266,149,431 | 5 | July 24, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wisniewski Wealth Management (CRD 150264): Form ADV filing data as of October 2026.