WISE WEALTH MANAGEMENT

Overview

Wise Wealth Management is an independent registered advisory firm organized as an LLC that focuses on financial planning and portfolio management for individual and family clients, including small-business owners. The firm runs fee arrangements that include a percentage of assets under management, hourly fees and fixed-fee engagements, and it operates primarily on a discretionary basis. Its investment approach centers on pooled public funds—predominantly mutual funds—rather than concentrated single-stock strategies or direct alternatives. The firm does not identify itself as an active ESG investor and does not position itself as a multi-state or pension-focused adviser; its scale and product mix point to a high-touch, mutual-fund-driven model designed for modestly sized household portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices