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 SEC-registered in 2024. The firm serves individual and family clients on a fee‑for‑assets basis and markets itself as a provider of financial planning and portfolio management for individuals, small businesses, and institutions. It also operates as an other-financial-product salesperson and lists an industry affiliation with accounting professionals. The firm does not identify as an active ESG investor and reports individual ownership.
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 1BRIAN RELLIHAN
Managing Member And Chief Compliance OfficerCRD 4265943
Contacts
1 of 1MATTHEW CHRISTL
Senior Financial AdvisorCRD 3026904
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$85.1M in ETFs
47%
$39.7M
5%
$45.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $19.5M | 254,675 | 22.91% |
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
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