W
WealthWise, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
2
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$0
About
WealthWise LLC provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients, offering services such as investment supervisory services, written Investment Policy Statements, and planning on retirement, tax, insurance and college funding. The brochure lists the firm’s investable securities universe (mutual funds, equities, bonds, ETFs, REITs, private placements and similar instruments) and notes a very small client base with no assets under management as of December 2025.
The firm’s investment approach combines charting, fundamental and technical analysis and primarily uses long‑term trading, with risk tolerance documented in a client Investment Policy Statement and at‑least‑quarterly reviews performed by the managing member. Custody remains with a third‑party custodian (Sagepoint) and WealthWise states it does not take custody of client assets or exercise investment discretion; clients receive regular custodial account statements.
WealthWise is notable for the principal’s other professional activities: the managing member is an attorney and owner of The Travagliato Law Firm PLLC and the brochure discloses that legal services may be offered separately while clients are not required to use those services. The brochure also discloses that the principal accepts outside compensation for securities sales as a registered representative and that all portfolio oversight and client reviews are conducted by the firm’s managing member, which the firm documents when potential conflicts arise.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
$1 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.55% $3,000,001 - $5,000,000: 1.35% $5,000,001 - $7,000,000: 1.15% $7,000,001 - $10,000,000: 0.95% Above $10,000,000+: 0.75%
$350 per hour
Main office location
WealthWise, LLC
Mount Kisco NY, United States
Number of offices
1
Most active in
WealthWise, LLC has reported serving >5 clients in these states in the last 12 months.
New York
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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")