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Bryan Craig Wisda
BW
CFP
Bryan Craig Wisda
BW
CFP

Bryan Wisda

Almega Wealth Management
23 Years of Experience
Mount Airy, NC
2 Disclosures
View SEC Summary
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Bryan Wisda is a CFP-designated registered investment advisor at Almega Wealth Management, based in Mount Airy, NC, with 23 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 246 clients with $130M in assets under management.

Almega Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
246 clients
Average Client Portfolio
$546K average
Assets Under Management
$134.3M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.50%
$10M+0.25%

Customized active investment management may incur an additional fee up to 0.50%. Accounts below $500,000 may incur an additional 0.10% fee. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Contact

Bryan Craig Wisda
BW
Bryan Wisda

Location

129 Moore Ave, Mount Airy, NC, 27030

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History

Regulatory History (2)
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Regulatory
May 2025
Final
Employment Separation After Allegations
May 1995
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Bryan is the Owner and Managing Member of Zezz Music Limited, LLC, a record label producing sleep music, and President of Wisda Family Management Inc., managing family assets. He also serves as Trustee of the Bryan & Sarah Wisda Family Trust and a Regional Board Member for the National Association of Personal Financial Advisors, dedicating minimal time to each of these roles.

Employment History
Current Registrations
Almega Wealth Management
October 2021 - Present · 5 yrs
Previous Registrations
Southport Capital
August 2021 - April 2022 · 8 mos
Southport Capital
April 2015 - March 2019 · 3 yrs 11 mos
Bryan Wisda, CFP
June 2012 - December 2017 · 5 yrs 6 mos
Summit Wealth Management
June 2012 - January 2016 · 3 yrs 7 mos
Summit Wealth Management, INC
May 2007 - December 2012 · 5 yrs 7 mos
UBS Financial Services INC.Broker
November 2001 - March 2007 · 5 yrs 4 mos
Farmers Financial Solutions, LLCBroker
February 2001 - October 2001 · 8 mos
State Registrations7 states
AZFLINKYNCTXVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Bryan Craig Wisda
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Bryan Wisda