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Scott D Wisniewski

Investment adviser representative at Wisniewski Wealth Management
17 yearsExperience
1 stateRegistered in
$266.1MFirm assets
5 yearsFirm in business

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How the firm charges

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

Percentage of assetsFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. Wisniewski Wealth Management LLCMay 2009 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 1 state (TX).

Wisniewski Wealth Management

Legal name: Wisniewski Wealth Management LLC

$266.1MAssets managed
273Clients
2Advisers
5 yearsIn 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
5542824
Firm CRD
150264
Advisor's SEC record (opens in a new tab)
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