Wise Wealth Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,750,647
Clients
4
25% 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
4
Very LowAverage account size
$1,187,662
About
Wise Wealth Solutions, LLC provides investment advisory and comprehensive financial planning services primarily to high-net-worth individuals, trusts, estates and small businesses. The firm also provides referrals to third-party managers and recommends private investments, and it reports managing about $4.75 million for a very small client base of four households.
The adviser typically implements a written Financial Roadmap for clients with significant portfolios, reviews that roadmap semi‑annually, and provides two semi‑annual progress reports; it accepts discretionary authority for portfolio management and uses fundamental analysis with both long- and short-term trading. The firm conducts year-end tax planning, periodic estate-plan reviews, and uses an investment questionnaire for private investment recommendations, noting that it does not accept discretion over those private placements and that the principal may personally invest in recommended private placements.
Noteworthy distinctions include a 2022 administrative consent order with the State of Nevada related to inaccurate Form ADV filings, a disclosure event that is uncommon among peers. The firm also discloses a separate, noninvestment business activity—a minimal-time role as a wholesale purchaser and distributor of wellness and stem‑cell activation products to family and friends—which, together with its small client base and practice of receiving solicitor compensation for referrals, may be relevant to prospective clients assessing conflicts and oversight.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
General tax planning
General estate planning guidance
Life insurance needs analysis
Fee options
N/A - N/A: 0.50% to 2.5% annually (based on size and complexity of account)
Main office location
Wise Wealth Solutions, LLC
Henderson NV, United States
Number of offices
1
Most active in
Wise Wealth Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
Nevada
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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