Worthwise Financial Partners

Overview

Worthwise Financial Partners is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and small-business owners with a mix of financial planning and discretionary portfolio management. Its fee model is flexible: percentage-of-AUM engagements sit alongside hourly and fixed-fee arrangements, which supports both ongoing wealth management and one-off planning work. Investment activity is concentrated in pooled public vehicles rather than private, internally managed strategies. The firm does not identify itself as an ESG investor, does not operate as a capital allocator, and does not provide pension consulting. Custody and execution are handled through mainstream retail custodians, which aligns with a model that emphasizes third-party mutual funds and managed public-fund exposures rather than direct alternative or private-market implementations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices