A complete list of active advisors currently associated with Wise Asset Management L.L.C.

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

Wise Asset Management L.L.C. provides ongoing portfolio management for individual clients, preparing an Investment Policy Statement and implementing asset allocation, security selection, and regular monitoring. The firm states it has no account minimum for its services. The firm says it employs both fundamental and technical analysis and generally pursues a long‑term trading approach, typically managing accounts on a discretionary basis under customized Investment Policy Statements. Its stated investment universe is generally limited to equities, fixed income, exchange‑traded funds (including precious‑metals ETFs), Treasury Inflation‑Protected Securities, and commodities, and the firm requires client accounts to be held at Schwab Institutional. The brochure discloses a small scale of operations — about $1.98 million in discretionary assets under management across roughly ten client accounts — and also notes the firm does not aggregate trades for multiple clients, which may affect execution and pricing. The firm’s principal provides separate relocation and separation/divorce management services and the brochure discloses that the firm may receive research and other benefits from its custodian, arrangements the firm identifies as potential conflicts of interest that are disclosed to clients.

To learn more about the advisors currently working at Wise Asset Management L.L.C., 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.