A complete list of active advisors currently associated with Wealthwise Asset Management LLC

Warmer can help you find a great advisor at Wealthwise Asset Management LLC or one who fits your needs even better.

WealthWise Asset Management works with individuals and families—including corporate executives, business owners, and trustees—providing non‑discretionary investment advice, financial planning, retirement planning, and portfolio construction. The firm also offers free educational seminars and workshops on topics such as debt reduction and saving for retirement. The firm designs personalized asset allocations and retirement asset‑withdrawal programs using capital‑market research and third‑party financial‑planning software, typically recommending implementation via mutual funds, ETFs, or individual securities. Services are provided on a fee‑only, flat hourly basis rather than by charging a percentage of assets under management, and the adviser does not execute trades or custody client assets. The principal is a licensed California real estate broker and an active small‑business owner, and the firm provides general real estate and small‑business financial advice while declining to act as a broker or business consultant. WealthWise is newly formed and currently reports no clients, a factor prospective clients may consider when evaluating the firm’s capacity and experience.

To learn more about the advisors currently working at Wealthwise Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Patrick Powers	Chino Hills, CA	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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