A complete list of active advisors currently associated with Wise Wealth Solutions, LLC

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

Wise Wealth Solutions, LLC provides investment advisory and comprehensive financial planning services primarily to high-net-worth individuals, trusts, estates and small businesses. The firm also provides referrals to third-party managers and recommends private investments, and it reports managing about $4.75 million for a very small client base of four households. The adviser typically implements a written Financial Roadmap for clients with significant portfolios, reviews that roadmap semi‑annually, and provides two semi‑annual progress reports; it accepts discretionary authority for portfolio management and uses fundamental analysis with both long- and short-term trading. The firm conducts year-end tax planning, periodic estate-plan reviews, and uses an investment questionnaire for private investment recommendations, noting that it does not accept discretion over those private placements and that the principal may personally invest in recommended private placements. Noteworthy distinctions include a 2022 administrative consent order with the State of Nevada related to inaccurate Form ADV filings, a disclosure event that is uncommon among peers. The firm also discloses a separate, noninvestment business activity—a minimal-time role as a wholesale purchaser and distributor of wellness and stem‑cell activation products to family and friends—which, together with its small client base and practice of receiving solicitor compensation for referrals, may be relevant to prospective clients assessing conflicts and oversight.

To learn more about the advisors currently working at Wise Wealth Solutions, 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.