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Filings through Oct 24, 2026.

Sponsor portfolio

Wiser Wealth Management

EIN 58-2615541-financial services-Latest filing 2025
Plans
1
Retirement
1
$908K assets
Welfare
0
Participants
15
125 CHURCH ST NE STE 220 - MARIETTA, GA 30060678-521-0680wiserinvestor.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$908K - 15 part

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Retirement#001

WISER WEALTH MANAGEMENT

401(k)

Assets$908K
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WISER WEALTH MANAGEMENT401(k)$908K152025
Retirement plans
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