A complete list of active advisors currently associated with WealthWise, LLC

Warmer can help you find a great advisor at WealthWise, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at WealthWise, 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.