Wiser Wealth Management

Casey Smith signed Wiser Wealth Management's 2025 Form 5500 as plan administrator.

• Casey Smith — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Wiser Wealth Management's EIN is 58-2615541.

Download the official 2025 Form 5500 (PDF) for Wiser Wealth Management from the U.S. Department of Labor's EFAST2 system.

Wiser Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).