Wiser Advisor Group LLC
Wiser Advisor Group LLC is a Phoenix, Arizona-based investment adviser registered with the SEC, providing comprehensive financial advisory and wealth management services to individuals, high net worth individuals, businesses, and nonprofit organizations. The firm was established in Arizona and has two employees. Their offering includes financial planning, retirement planning, estate strategies, corporate benefits consultancy, and nonprofit investment services, serving clients with custom-tailored solutions to foster financial growth and stability at every stage.
Investment Strategy
Wiser Advisor Group LLC specializes in customized, client-tailored financial solutions aiming at growth and long-term stability. The firm provides detailed financial planning and diversified portfolio management for individuals (including high-net-worth), business owners, and nonprofits. Their approach combines individualized wealth management, retirement and benefit plan consulting, business exit strategies, and tax optimization. For nonprofit clients, the firm manages investment reserves, planned giving, and executive compensation. Their philosophy emphasizes holistic and integrated strategies, seeking to maximize returns based on each client’s specific financial goals and risk tolerance.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P | 8.58% | $4.9M | 8,693 | $437.03 | $568.03 | +$145.7K |
A AAPL | APPLE INC | 8.36% | $4.8M | 23,467 | $192.30 | $205.17 | -$831.8K |
L LLY | ELI LILLY | 5.82% | $3.4M | 4,299 | $792.84 | $779.53 | -$135.7K |
A AMZN | AMAZON COM | 5.02% | $2.9M | 13,180 | $157.18 | $219.39 | +$400.9K |
M META | META PLATFORMS | 4.48% | $2.6M | 3,494 | $385.46 | $738.09 | +$583.9K |