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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WISER WEALTH MANAGEMENT, INC

CRD 125282

MARIETTA, GA

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Search this name across graphsid dfx:ria:60dbb2df-4ad3-9e46-414b-0dfdaa09c60d

Data as of Jun 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 1
Observed: Mar 1, 2021 to Jun 22, 2026
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Wiser Wealth Management, Inc

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $514MItem 5.F on the latest filing (2026-06-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $502M
Private client RAUM: $502MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $103Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,491
Individual clients: 365
High net worth clients: 156
Custody, client assets: $2.9M
SEC number: 801-120669
CRD: 125282
Filings on the tape: 22
First filed: Mar 1, 2021
Latest filed: Jun 22, 2026
Organised: Corporation, GA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CASEY TYLER SMITH	n/a	MARIETTA, GA	18	26	n/a	no
Andrew Wright Pratt	Chartered Financial Analyst	MARIETTA, GA	3	15	1	no
SHAWNA LYNN THERIAULT	Certified Financial Planner	MARIETTA, GA	2	15	1	no
Michaela Brooke Dowdy	n/a	Lexington, KY \| MARIETTA, GA	1	14	n/a	no
William Lee Medcalf	Certified Financial Planner	MARIETTA, GA	1	11	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
WISER PRIVATE EQUITY REAL ESTATE, LLC	Real Estate Fund	$900,000	Jan 26, 2022	13	Mar 1, 2021	dropped	021-194264

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SMITH, CASEY, TYLER	PRESIDENT & CHIEF COMPLIANCE OFFICER	E	yes	05/2001	Mar 1, 2021	Jul 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 9, 2026	$514M	$502M	11	5	n/a	n/a
2024	Mar 17, 2025	$405M	$399M	10	4	n/a	n/a
2023	Mar 11, 2024	$308M	$304M	8	3	n/a	n/a
2022	Mar 10, 2023	$233M	$232M	7	4	n/a	n/a
2021	Mar 4, 2022	$226M	$224M	8	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$514M	$405M	27.0%	$233M	30.1%	11	10	0	0

Relationships

Registered with (8)

← William Lee MedcalfAdvisorregistration: current employment
Jun 4, 2025 to presentfactForm ADV
← Michaela Brooke DowdyAdvisorregistration: current employment
Oct 30, 2024 to presentfactForm ADV
← SHAWNA LYNN THERIAULTAdvisorregistration: current employment
Jun 6, 2024 to presentfactForm ADV
← Andrew Wright PrattAdvisorregistration: current employment
Sep 11, 2023 to presentfactForm ADV
← CASEY TYLER SMITHAdvisorregistration: current employment
Jan 3, 2008 to presentfactForm ADV
← MELISSA KEMPER BEACHAdvisorregistration: previous registration
Oct 20, 2022 to Mar 3, 2025factForm ADV
← MICHAEL S SAVAAdvisorregistration: previous registration
Sep 20, 2022 to Jan 3, 2023factForm ADV
← Matthews Steven BarnettAdvisorregistration: previous registration
May 8, 2020 to Jul 19, 2022factForm ADV

Controls (1)

← SMITH, CASEY, TYLEROwnerPRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 1, 2021 to Jul 26, 2024factForm ADV

Advises (1)

→ WISER PRIVATE EQUITY REAL ESTATE, LLCPrivate fundReal Estate Fund, IA, no longer reported
Mar 1, 2021 to Jan 26, 2022factForm ADV

Dated events

Occurred
Mar 28, 2026
Regulatory AUM changed
Wiser Wealth Management, Inc reported RAUM $513.6M, up 27% from $404.6M (2026-01-20 to 2026-03-28)
Form ADVobserved 5 days ago
$109M
Occurred
Mar 3, 2025
Advisor changed firm
Melissa Kemper Beach left Wiser Wealth Management, Inc for Creative Planning (registered 2025-04-07)
Form ADVobserved 5 days ago
Occurred
Jan 3, 2023
Advisor changed firm
Michael S Sava left Wiser Wealth Management, Inc for Synovus Securities, Inc. (registered 2023-04-20)
Form ADVobserved 5 days ago
Occurred
Jul 19, 2022
Advisor changed firm
Matthews Steven Barnett left Wiser Wealth Management, Inc for Day & Ennis, Llc (registered 2022-09-20)
Form ADVobserved 5 days ago
Occurred
Mar 1, 2021
First Form ADV filing
Wiser Wealth Management, Inc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60dbb2df-4ad3-9e46-414b-0dfdaa09c60d
First observed: Mar 1, 2021
Last observed: Jun 22, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WISER WEALTH MANAGEMENT, INC

CRD 125282

MARIETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:60dbb2df-4ad3-9e46-414b-0dfdaa09c60d

Data as of Jun 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:47 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CASEY TYLER SMITH

n/a

MARIETTA, GA

n/a

Andrew Wright Pratt

Chartered Financial Analyst

MARIETTA, GA

SHAWNA LYNN THERIAULT

Certified Financial Planner

MARIETTA, GA

Michaela Brooke Dowdy

n/a

Lexington, KY | MARIETTA, GA

n/a

William Lee Medcalf

Certified Financial Planner

MARIETTA, GA

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

WISER PRIVATE EQUITY REAL ESTATE, LLC

Real Estate Fund

$900,000

Jan 26, 2022

Mar 1, 2021

dropped

021-194264

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SMITH, CASEY, TYLER

PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

05/2001

Mar 1, 2021

Jul 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 9, 2026

$514M

$502M

n/a

2024

Mar 17, 2025

$405M

$399M

n/a

2023

Mar 11, 2024

$308M

$304M

n/a

2022

Mar 10, 2023

$233M

$232M

n/a

2021

Mar 4, 2022

$226M

$224M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$514M

$405M

27.0%

$233M

30.1%