Emily Z. Wisniewski

WISNIEWSKI WEALTH MANAGEMENT

Dallas, TX

CRD#: 8043044

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Professional summary

Emily Zidell Wisniewski, who also goes by Emily Wisniewski, Emily Zidell, is a registered financial advisor currently at WISNIEWSKI WEALTH MANAGEMENT located in Dallas, Texas.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Emily has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Emily Wisniewski | Emily Zidell

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Zidell Wisniewski's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 20, 2025 - Present

WISNIEWSKI WEALTH MANAGEMENT

RIA

CRD#: 150264

Dallas, TX

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".

WISNIEWSKI WEALTH MANAGEMENT

CRD#: 150264 / SEC#: 801-120675

RIA

Registered Investment Advisory firm - (4/1/2021 Approved)

California

Registered Investment Advisory firm - (7/4/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (6/15/2021 Terminated)

Missouri

Registered Investment Advisory firm - (6/4/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/4/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(2/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

WISNIEWSKI WEALTH MANAGEMENT

CRD#: 150264 / SEC#: 801-120675

RIA

Registered Investment Advisory firm - (4/1/2021 Approved)

California

Registered Investment Advisory firm - (7/4/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (6/15/2021 Terminated)

Missouri

Registered Investment Advisory firm - (6/4/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/4/2021 Terminated)

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Contact information

Main Address

5005 Lyndon B Johnson Freeway Suite 335, Dallas, TX 75244

Mailing Address

Phone number

(972) 965-8261

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-09-24 WISNIEWSKI WEALTH MANAGEMENT FORM ADV PART 2A (9/24/2025)

Regulatory assets under management

Total Number of Accounts	1,936
AUM (Assets Under Management)	$ 237,161,370

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/27/2025	Cover Page	Report
05/01/2025	Cover Page	Report
02/08/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Emily Z. Wisniewski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Zidell Wisniewski's CRS (Customer Relationship Summary).

Certified licenses

Experience

WISNIEWSKI WEALTH MANAGEMENT

Primary Firm SEC Registration

WISNIEWSKI WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

WISNIEWSKI WEALTH MANAGEMENT

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WISNIEWSKI WEALTH MANAGEMENT

TRUST BUT VERIFY

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