ADVIZE WEALTH MANAGEMENT

Overview

Advize Wealth Management is an independent RIA organized as a limited liability company that serves individual and family clients. The firm acts as a capital allocator and combines financial planning with discretionary portfolio management and select adviser-sourcing services. Its fee mix includes percentage-of-AUM fees, fixed fees and commissions, indicating it supports both ongoing advisory relationships and transactional or project engagements. The firm reports a clear preference for publicly traded equities as its primary allocation vehicle and does not identify as an active ESG investor. Service lines called out on the adviser filing include financial planning services, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers, suggesting a mix of hands-on portfolio management and outsourced manager oversight for specific needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices