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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-14-2022
- Office Locations
- 1
Office Locations
About Wise Asset Management L.l.c.
Wise Asset Management L.L.C. provides concierge financial and administrative management for families and trustees—especially successor trustees handling parents’ living trusts amid dementia/Alzheimer’s or declining health. The firm helps locate and safeguard assets to reduce elder financial abuse risk, streamline budgeting and reserve planning, and support family legacy/wealth preservation. Public filings indicate portfolios use ETFs and fixed income, including U.S. government/agency bonds.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
KARIN SIMONE WISE
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5568486
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,876,130 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,876,130 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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