Wise Wealth Partners, LLC
Firm details
- Headquarters
- Phoenix, Arizona
- CRD number
- 311639
- Registered since
- March 8, 2024
- Website
- www.wisewealthpartners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.88%
- Individuals8.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Wise Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and operating with a percentage-of-AUM fee model. The firm serves individual and family clients and offers financial planning and portfolio management for individuals, small businesses, and institutional/business clients. It is registered with the SEC (registered in 2024) and lists business activity as an other financial product salesperson; it also maintains an industry affiliation as an accountant. The adviser does not identify as an active ESG investor and is not positioned as a capital allocator. Its practice appears focused on discretionary portfolio management and planning for high-net-worth individuals and families rather than pension consulting or related-adviser arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- US Government Bonds16%
- Exchange Traded Equities9%
- State & Local Bonds7%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1
Brian Rellihan
Managing Member And Chief Compliance OfficerCRD 4265943
Contacts
1 of 1
Matthew Christl
Senior Financial AdvisorCRD 3026904
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$71.3M in ETFs
55%
$39.1M
4%
$32.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $13.7M | 155,711 | 19.18% |
Location
Phoenix, AZ
Maricopa
Location
Phoenix, AZ
Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 2375 E Camelback Rd
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Profocus Incorporated
RIAPhoenix, AZ
Trinity Capital Adviser LLC
RIAPhoenix, AZ
Farnam Financial
RIAPhoenix, AZ
Lilliano Capital Management LLC
RIAPhoenix, AZ
Wisdom Wealth Investment Advisors LLC
RIAPhoenix, AZ
Arcwood Financial, LLC
RIAPhoenix, AZ