Wise Wealth Partners, LLC
Wise Wealth Partners, LLC is an SEC-registered wealth manager in Phoenix, AZ with $153.5M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Wise Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311639, SEC 801-129659, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $153.5M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Phoenix, AZ
- Employees
- 2
- Clients
- 129
- CRD
- 311639
- Ownership
- RELLIHAN, BRIAN, JOSEPH
How much AUM does Wise Wealth Partners, LLC have?
Wise Wealth Partners, LLC reported $153.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Wise Wealth Partners, LLC?
Disclosed owners and executives of Wise Wealth Partners, LLC include RELLIHAN, BRIAN, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.