Wise Wealth Partners, LLC
● SEC registered since 2024CRD 311639SEC# 801-129659Phoenix, AZ
Reg. AUM
$153.5M
Employees
2
Accounts
210
Location
Phoenix, AZ
Wise Wealth Partners, LLC assets under management
Wise Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Phoenix, AZ. The firm has been registered since 2024. It reports $153.5 million in regulatory assets under management and employs 2 people.
Wise Wealth Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph Rellihan Control | Chief Compliance Officer And Managing Member | Over 75% | 2020 |
Frequently asked questions
How much does Wise Wealth Partners, LLC manage?
Wise Wealth Partners, LLC reports $153.5 million in regulatory assets under management on its Form ADV.
How many employees does Wise Wealth Partners, LLC have?
Wise Wealth Partners, LLC reports 2 employees.
Where is Wise Wealth Partners, LLC located?
Wise Wealth Partners, LLC is based in Phoenix, AZ and has been SEC-registered since 2024.
Does Wise Wealth Partners, LLC disclose fund performance?
Wise Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2375 E. Camelback, Ste. 600, Phoenix, AZ 85016 |
| Phone | 480-866-0200 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$153.5M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$153.5Mregulatory AUM
Discretionary $153.5M