# Wiser Wealth

> Financial account management and advisor communication tool. (iPhone/iPad app by Wiser Wealth Management, Inc..)

- Source: https://appshunter.io/ios/app/wiser-wealth/id1610218462 (this page in markdown: same URL + `.md`)
- Developer: [Wiser Wealth Management, Inc.](https://appshunter.io/developer/1610218464)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2022-02-16
- Data updated: 2026-06-06
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wiser-wealth/id1610218462/reviews.md

## What is Wiser Wealth?

This Mobile App allows you to view account information, balances, performance, quarterly statements and easily contact your advisor.

## Key features

- View account information
- Check balances
- Monitor performance
- Access quarterly statements
- Contact advisor


## Frequently asked questions about Wiser Wealth

### What can I do with Wiser Wealth?

Wiser Wealth allows you to view your account information, balances, and performance. You can also access quarterly statements and easily contact your advisor directly through the app.

### Is Wiser Wealth free to use?

Yes, Wiser Wealth is available for free. It is a free application with no in-app purchases or advertisements.

### What devices does Wiser Wealth support?

Wiser Wealth is designed for Apple devices, including iPhone, iPad, and iPod.

### How secure is Wiser Wealth?

While specific security measures are not detailed, financial apps typically employ industry-standard encryption and security protocols to protect user data. Users should always ensure their device is also secured.

### How often is Wiser Wealth updated?

The app was last updated on September 7, 2024, with version 5.14.0. This indicates regular updates to maintain functionality and security.

### What is the user rating for Wiser Wealth?

Wiser Wealth has an excellent rating of 5.0 stars, based on one review. This suggests a very positive user experience among its current users.

### What is the age rating for Wiser Wealth?

Wiser Wealth has an age rating of 4+, making it suitable for a wide range of users.

## Version history (last 5 releases)

### 5.14.0 — 2024-09-07

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.4.1 — 2023-02-16

Bug fixes and performance updates

### 5.2.18 — 2022-06-26

Bug fixes and performance updates

### 5.2.13 — 2022-02-16

No release notes.

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## Related topics

[wiser free](https://appshunter.io/ios/topics/wiser-free)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-06.*