Andrew Wright Pratt
Investment adviser representative at Wiser Wealth Management, Inc
15 yearsExperience
1 stateRegistered in
CFADesignation
$513.6MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Wiser Wealth Management, Inc.Aug 2023 to now
- Homrich BergSep 2011 to Aug 2023
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Wiser Wealth Management, Inc
$513.6MAssets managed
528Clients
5Advisers
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
- 7609408
- Firm CRD
- 125282