This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-04-2021
- Office Locations
- 2
Office Locations
About Wise Wealth Partners, LLC
Wise Wealth Partners is an independent, fiduciary RIA providing financial planning and institutional-style portfolio management with a strong tax-aware lens. The team (CFP, MBA, Enrolled Agent) reviews income, gifting, legacy, and savings goals to tailor plans and emphasize tax-efficient techniques. Client assets are held at third-party custodians such as Fidelity and TIAA, with a secure portal that aggregates accounts.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN JOSEPH RELLIHAN
CFP, Chief Compliance Officer, Managing Member, Senior Financial Advisor
- CRD
- #4265943
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MATTHEW JASON CHRISTL
--
- CRD
- #3026904
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $153,452,564 | $730,726 |
| Non-Discretionary | $0 | -- |
| Total | $153,452,564 | $730,726 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing