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, individual-owned registered investment adviser that began SEC registration in 2024. The firm serves individual and family clients, charging fees as a percentage of assets under management and providing financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its public filings list "other financial product salesperson" among business activities and show an industry affiliation with accounting professionals. The firm is not set up as a capital allocator; instead, it places client assets into third-party products and managers. It does not identify as an active ESG investor.
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 35Active vs passive
$68.5M in ETFs
47%
$31.8M
8%
$36.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $14.8M | 165,293 | 21.67% |
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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