Bryan C. Wisda
ALMEGA WEALTH MANAGEMENT
Greenville, KY 42345
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CRD#: 4347213
Professional summary
Bryan Craig Wisda, CFP®, who also goes by Bryan Craig Wisda 2, is a registered financial advisor currently at ALMEGA WEALTH MANAGEMENT located in Greenville, Kentucky.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Bryan has worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Life Transitions
Socially Responsible Investing
Social Security Planning
Long-term Care
Comprehensive Financial Planni...
Inheritance
Retirement Income Management
Retirement Planning
Investment Planning
Insurance Planning
Estate Planning
Do you have an area of expertise or specialization?
Business Owners
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
Women's Financial Planning Iss...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Bryan Craig Wisda 2
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Owner and Managing Member of the record label Zezz Music Limited, LLC. which produces sleep music for children with ADHD under the ADHD Lullaby brand. Zezz Music Ltd. is located at [REDACTED], Scottsdale, AZ 85255. Approximately 4-8 hours a month spent on this business not during trading hours. Business activities include recording music, marketing, and music distribution. Not investment related. President of Wisda Family Management Inc., not investment related, 1-2 hours per month not during trading hours. Business activities include managing family assets. Trustee of the Bryan & Sarah Wisda Family Trust, not investment related, 1 hour per month not during trading hours. Regional Board Member for National Association of Personal Financial Advisors, not investment related, 2-3 hours per month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Craig Wisda's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
October 6, 2021 - Present
ALMEGA WEALTH MANAGEMENT
Office #1: 112 Mill Street, Greenville, KY 42345Office #2: 129 Moore Ave, Mount Airy, NC 27030Office #3: 8350 E. Raintree Drive, Suite 215, Scottsdale, AZ 85260RIA
CRD#: 316840
Greenville, KY
Past
August 9, 2021 - April 5, 2022
SOUTHPORT CAPITAL
RIA
CRD#: 113364
Scottsdale, AZ
Past
April 7, 2015 - March 6, 2019
SOUTHPORT CAPITAL
RIA
CRD#: 113364
LOS ANGELES, CA
Past
June 26, 2012 - January 7, 2016
BRYAN WISDA, CFP
RIA
CRD#: 164269
CAREFREE, AZ
Past
June 26, 2012 - December 31, 2017
BRYAN WISDA, CFP
RIA
CRD#: 164269
CAREFREE, AZ
Past
May 7, 2007 - December 31, 2012
SUMMIT WEALTH MANAGEMENT, INC
RIA
CRD#: 105714
ATLANTA, GA
Past
November 28, 2001 - March 21, 2007
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
SCOTTSDALE, AZ
Past
February 7, 2001 - October 30, 2001
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
WESTLAKE VILLAGE, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(10/6/2021)
IAR
Florida(2/16/2023)
IAR
Indiana(4/28/2025)
IAR
Kentucky(11/30/2021)
IAR
North Carolina(10/7/2021)
IAR
Texas(4/11/2022)
IAR
Virginia(8/29/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
ALMEGA WEALTH MANAGEMENT
ALMEGA WEALTH MANAGEMENT | ALMEGA WEALTH MANAGEMENT LLC
CRD#: 316840 / SEC#:
Arizona
Registered Investment Advisory firm - (10/6/2021 Approved)Florida
Registered Investment Advisory firm - (2/16/2023 Approved)Indiana
Registered Investment Advisory firm - (4/28/2025 Approved)Kentucky
Registered Investment Advisory firm - (11/30/2021 Approved)North Carolina
Registered Investment Advisory firm - (10/7/2021 Approved)Texas
Registered Investment Advisory firm - (4/11/2022 Conditional Restricted)Virginia
Registered Investment Advisory firm - (8/29/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8350 E. Raintree Drive, Suite 215, Scottsdale, AZ 85260
Mailing Address
Phone number
(480) 770-4700
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 626 |
| AUM (Assets Under Management) | $ 82,350,237 |
Red Flags
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Company Information
ALMEGA WEALTH MANAGEMENT
CRD#: 316840Greenville, KY 42345TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
