Business Wise Insurance, Pllc

Overview

Business Wise Insurance, Pllc operates as an independent registered investment adviser and insurance broker that combines financial planning and portfolio management for individuals, families and small businesses with insurance and other product distribution. The firm reports a clear tilt toward equity exposure, with a concentration in non‑exchange‑traded equity positions and a business model that includes selection of outside advisers and third‑party managers. Fee arrangements are a mix of percentage of assets under management and hourly charges, and the firm functions as an active capital allocator, placing client capital into both public and private strategies through external fund managers. The firm’s advisory services emphasize planning and discretionary portfolio oversight for a small client base, while insurance brokerage and other product sales remain a visible part of the practice. The filing notes the firm is not positioning itself as an ESG investor and is not registered as a multi‑state adviser.

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