Wise Wealth Solutions, LLC

Overview

Wise Wealth Solutions, LLC is a small, independent registered investment adviser operating as a limited liability company and run by an individual owner. The firm concentrates on fee-based portfolio management and financial planning for individuals, families and small businesses, and acts as a capital allocator—selecting third‑party advisers for client allocations when appropriate. Its stated investment preference is equities, with meaningful exposure to non‑exchange‑traded equity positions. Services listed on the firm’s ADV include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Wise Wealth Solutions does not identify as an active ESG investor and does not position itself as a multistate or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices