WISE WEALTH PARTNERS, LLC
Adviser information for WISE WEALTH PARTNERS, LLC last updated from Form ADV on February 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Arizona, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 146 | $100.9M |
| Non-Discretionary | 0 | $0 |
| Total | 146 | $100.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 41 | $15.9M |
| HNW Individuals | 30 | $85.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 100.9M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| WISE WEALTH PARTNERS, LLC WRAP PROGRAM | WISE WEALTH PARTNERS, LLC |
Identifiers
| SEC RIA File Number | 801-129659 |
|---|---|
| SEC ERA File Number | 801-129659 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311639 |
| Legal Entity Identifier | None |
Principal Office
2375 E. CAMELBACK, STE. 600PHOENIX
AZ
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 480-239-6914, Fax: None
Chief Compliance Officer
BRIAN RELLIHAN
MANAGING MEMBER
2375 E. CAMELBACK, STE. 600
PHOENIX
AZ
United States
Tel:
480-239-6914
B****@*********M
(Full email address available in API data)
Industry Affiliates
| WISE TAX PARTNERS, LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RELLIHAN, BRIAN, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | 11/2020 | > 75% |