WM
William L. Medcalf
WISER WEALTH MANAGEMENT,
Marietta, GA 30060
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CRD#: 7572226
WM
Professional summary
William Lee Medcalf is a registered financial advisor currently at WISER WEALTH MANAGEMENT, INC located in Marietta, Georgia.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. William has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view William Lee Medcalf'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®
NoneExperience
Current
June 4, 2025 - Present
WISER WEALTH MANAGEMENT, INC
Office #1: 125 Church St Suite 220, Marietta, GA 30060RIA
CRD#: 125282
Marietta, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WISER WEALTH MANAGEMENT, INC
CT SMITH FINANCIAL SERVICES, INC | WISER WEALTH MANAGEMENT, INC | WISER FINANCIAL SERVICES
CRD#: 125282 / SEC#: 801-120669
RIA
Registered Investment Advisory firm - (3/31/2021 Approved)Florida
Registered Investment Advisory firm - (5/6/2021 Terminated)Georgia
Registered Investment Advisory firm - (6/30/2021 Terminated)Texas
Registered Investment Advisory firm - (5/6/2021 Terminated)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
Georgia(6/4/2025)
Exams
Current Firm
WISER WEALTH MANAGEMENT, INC
CT SMITH FINANCIAL SERVICES, INC | WISER WEALTH MANAGEMENT, INC | WISER FINANCIAL SERVICES
CRD#: 125282 / SEC#: 801-120669
RIA
Registered Investment Advisory firm - (3/31/2021 Approved)Florida
Registered Investment Advisory firm - (5/6/2021 Terminated)Georgia
Registered Investment Advisory firm - (6/30/2021 Terminated)Texas
Registered Investment Advisory firm - (5/6/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
125 Church St Suite 220, Marietta, GA 30060
Mailing Address
Phone number
(678) 905-4450
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,398 |
| AUM (Assets Under Management) | $ 404,575,980 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/13/2025 | ||
| 08/28/2024 | ||
| 08/01/2023 | ||
| 10/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
