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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WISER ADVISOR GROUP

WISER ADVISOR GROUP LLC, CRD 326579

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:fe0fabde-31a8-93fc-4932-6e52a506c2cf

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Apr 17, 2023 to Mar 25, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $128MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $127M
Private client RAUM: $113MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $42.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 155
Individual clients: 33
High net worth clients: 97
SEC number: 801-127992
CRD: 326579
Filings on the tape: 9
First filed: Apr 17, 2023
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, AZ

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
LARRY LYTLE	Certified Financial Planner	PHOENIX, AZ	3	21	2	yes
Zachary Evan Lytle	n/a	PHOENIX, AZ	3	13	1	yes
Donald Laughlin	n/a	PHOENIX, AZ	0	11	n/a	no

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
LYTLE, LARRY	Ceo	E	yes	04/2023	Apr 17, 2023	Sep 10, 2024
Lytle, Zachary, Evan	Cco	Na	yes	01/2024	Mar 25, 2024	Sep 10, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$128M	$127M	3	3	1	n/a	n/a
2024	Jan 23, 2025	$115M	$114M	2	2	1	n/a	n/a
2023	Mar 25, 2024	$118M	$109M	2	2	1	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	0	0

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	$128M	$115M	11.1%	n/a	n/a	3	2	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RBC CAPITAL MARKETS, LLC	2	May 25, 2023	May 19, 2023	PHOENIX, AZ	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (3)

← Donald LaughlinAdvisorregistration: current employment
Nov 24, 2025 to presentfactForm ADV
← LARRY LYTLEAdvisorregistration: current employment
May 19, 2023 to presentfactForm ADV
← Zachary Evan LytleAdvisorregistration: current employment
May 19, 2023 to presentfactForm ADV

Controls (2)

← LYTLE, LARRYOwnerCEO, ownership code E, individual
Apr 17, 2023 to Sep 10, 2024factForm ADV
← Lytle, Zachary, EvanOwnerCCO, ownership code NA, individual
Mar 25, 2024 to Sep 10, 2024factForm ADV

Moved with (1)

← RBC CAPITAL MARKETS, LLCRegistered adviser2 advisors, team lift out, same day
May 25, 2023 to May 19, 2023factForm ADV

Dated events

Occurred
Mar 25, 2024
Control person joined
Evan Zachary Lytle (Cco) appeared on Schedule A of Wiser Advisor Group
Form ADVobserved 5 days ago
Occurred
May 25, 2023
Team lift-out
2 advisors left RBC Capital Markets, LLC (Phoenix, AZ) for Wiser Advisor Group on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Apr 17, 2023
First Form ADV filing
Wiser Advisor Group filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fe0fabde-31a8-93fc-4932-6e52a506c2cf
First observed: Apr 17, 2023
Last observed: Mar 25, 2026 5 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 ADVISOR GROUP

WISER ADVISOR GROUP LLC, CRD 326579

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:fe0fabde-31a8-93fc-4932-6e52a506c2cf

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:01 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LARRY LYTLE

Certified Financial Planner

PHOENIX, AZ

yes

Zachary Evan Lytle

n/a

PHOENIX, AZ

yes

Donald Laughlin

n/a

PHOENIX, AZ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LYTLE, LARRY

Ceo

yes

04/2023

Apr 17, 2023

Sep 10, 2024

Lytle, Zachary, Evan

Cco

yes

01/2024

Mar 25, 2024

Sep 10, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$128M

$127M

n/a

2024

Jan 23, 2025

$115M

$114M

n/a

2023

Mar 25, 2024

$118M

$109M

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

$128M

$115M

11.1%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RBC CAPITAL MARKETS, LLC

May 25, 2023

May 19, 2023

PHOENIX, AZ

Team lift out

Ibd to new firm

0.1%