$6.4M Total AUM
$6.4M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Goldman Sachs · Lincoln Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-27-2021
- Office Locations
- 1
Office Locations
4656 West Jefferson Blvd Suite 210 Fort Wayne IN
About Wise Wealth Management
Wise Wealth Management is a Fort Wayne, IN RIA providing financial planning through its Wise Advice process and portfolio construction rooted in passive, simple investing over time. The practice builds primarily fund-based portfolios (mutual funds/ETFs) and supports clients with retirement, tax and estate planning; meetings can be booked online via Calendly.
Team overview
33 AVG AGE
$6.4M AVG AUM / ADVISOR
$122.8K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JORDAN ALFRED WISE
Chief Compliance Officer, Owner, Wealth Manager
- CRD
- #5971185
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,384,207 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,384,207 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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