WisePath Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides comprehensive financial planning and consulting to individual and high‑net‑worth clients, offering full financial plans, topic-specific consultations, and ongoing planning engagements. It also provides discretionary asset management that the firm implements using model portfolios on a third‑party custodial/model marketplace.
Investment decisions are discretionary and driven by client objectives, cash‑flow analysis, tax considerations, insurance/risk management, and periodic review cycles; the firm retains responsibility for suitability even when subscribing to third‑party model portfolios or engaging sub‑advisors. Planning and investment reviews are scheduled through a service calendar with foundation and objective‑based topics addressed throughout the year.
This firm is distinctive for its extremely small scale relative to peers — reporting a single client relationship and a modest asset base — and for principals who maintain an affiliated insurance practice, an outside business activity that may generate commission compensation and is disclosed as a potential conflict of interest. It also differs from most independents by not using a percentage‑of‑assets fee model and by offering asset management only to clients who engage the firm for ongoing financial planning, with third‑party model platform fees passed through to clients.
Client services
Expertise
Fee options
Full financial plans: $2,000-$5,000; Ongoing financial planning: $7,500-$10,000 annually, payable quarterly in advance
Insurance products commissions received by representatives as licensed insurance agents
$250 per hour for financial consulting services
Main office
Cary NC
Advisors at this office
1
Most active in
Arizona · North Carolina
Also doing business as
Awaken Financial Designs LLC · Wisepath Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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