Wise Asset Management L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,940,514
Clients
10
10% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$194,051
About
Wise Asset Management L.L.C. provides ongoing portfolio management for individual clients, preparing an Investment Policy Statement and implementing asset allocation, security selection, and regular monitoring. The firm states it has no account minimum for its services.
The firm says it employs both fundamental and technical analysis and generally pursues a long‑term trading approach, typically managing accounts on a discretionary basis under customized Investment Policy Statements. Its stated investment universe is generally limited to equities, fixed income, exchange‑traded funds (including precious‑metals ETFs), Treasury Inflation‑Protected Securities, and commodities, and the firm requires client accounts to be held at Schwab Institutional.
The brochure discloses a small scale of operations — about $1.98 million in discretionary assets under management across roughly ten client accounts — and also notes the firm does not aggregate trades for multiple clients, which may affect execution and pricing. The firm’s principal provides separate relocation and separation/divorce management services and the brochure discloses that the firm may receive research and other benefits from its custodian, arrangements the firm identifies as potential conflicts of interest that are disclosed to clients.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
1.00% annually
Main office location
Wise Asset Management L.L.C.
Los Angeles CA, United States
Number of offices
1
Most active in
Wise Asset Management L.L.C. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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