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Bryan Craig Wisda

Investment adviser representative at Almega Wealth Management
7 yearsExperience
7 statesRegistered in
CFP® certificationDesignation
$134.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

7 years in the industry.

  1. Almega Wealth ManagementSep 2021 to now
  2. Southport CapitalAug 2021 to Dec 2021
  3. Self EmployedApr 2015 to Aug 2021
  4. Maricopa County Sheriff's OfficeSep 2014 to Aug 2021

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 7 states (AZ, FL, IN, KY, NC, TX, VA).

Almega Wealth Management

Legal name: Almega Wealth Management LLC

$134.3MAssets managed
246Clients
2Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4347213
Firm CRD
316840
Advisor's SEC record (opens in a new tab)
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