Wisniewski Wealth Management Llc
- Regulatory AUM
- $266M
- Discretionary
- $225M
- Clients
- 273
- Avg AUM / client
- $975K
- Accounts
- 2,011
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 195 | $84.1M | 31.6% |
| High net worth individuals | 78 | $182M | 68.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Advocate Aurora Health 401(k) Plan Advocate Aurora Health, Inc | 2024 | |
| Teamhealth 401(k) Plan Ameriteam Services, Llc | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott D Wisniewski | Managing Member & Chief Compliance Officer | Apr 2009 (17y) | 75% or more | |
| Emily Zidell Wisniewski | Registered representative | Feb 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Advocate Aurora Health 401(k) Plan | Advocate Aurora Health, Inc | 83,445 | $10.5B | 01/01/2024 |
| Teamhealth 401(k) Plan | Ameriteam Services, Llc | 18,577 | $1.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $215M (81% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗