Wisniewski Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$266,149,431
Clients
273
29% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
273
Very HighAverage account size
$974,906
About
Wisniewski Wealth Management serves individuals, high‑net‑worth clients, trusts, estates, business entities and charitable organizations, offering investment management and holistic financial planning along with estate‑planning coordination. The firm’s brochure also lists non‑investment services, including travel‑planning assistance and coordination with clients’ other professional advisors.
The firm describes an investment approach grounded in Modern Portfolio Theory, using broadly diversified model portfolios made up primarily of mutual funds and ETFs, with periodic rebalancing and a long‑term orientation. Financial planning is integrated into its advisory services using a three‑pillar framework of wealth enhancement, wealth protection, and wealth transfer, and recommendations are coordinated with tax and insurance considerations.
The brochure reports roughly $266 million in regulatory assets under management and 273 clients, reflecting unusually high AUM and client count per advisor relative to peers in the supported‑firm category. It also discloses affiliations with an insurance agency and a tax advisory firm and describes limited‑custody arrangements (including standing letters of authorization and the need for independent verification), features that represent notable operational and conflict‑management distinctions.
Client services
Financial planning
Portfolio management
Expertise
Charitable giving & philanthropy
Wealth management
Cash flow / budgeting
Fee options
Estate planning coordination service: one-time flat fee $1,000 to $3,000; Flat Fee for investment management services ranges $600 to $50,000 annually
Minimum fee: Annual Flat Fee generally ranges between $600 to $50,000 per year
Main office location
Wisniewski Wealth Management
5005 Lyndon B Johnson Freeway, Suite 335
Dallas TX 75244, United States
Number of offices
1
Most active in
Wisniewski Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Florida · Louisiana · Missouri · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")