W
$88.5M Total AUM
$86.7M Disc. AUM
-- 3Y CAGR
2 Employees
534 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-17-2011
- Office Locations
- 1
Office Locations
10261 Calumet AVE Suite 104 Dyer IN
About Wisely Advised
Wisely Advised is a boutique financial planning and investment advisory firm serving retail clients with a goal-driven, four-step planning process. Portfolios are primarily ETF-based with fixed-income exposure, supported by ongoing communication and plan monitoring. The firm custodians client assets with Charles Schwab, a key operational detail for distribution and platform partnerships.
Team overview
-- AVG AGE
$44.3M AVG AUM / ADVISOR
$165.8K AVG AUM / CLIENT
9.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JORGE ANTONIO VELASQUEZ JR
Chief Compliance Officer, Managing Director
- CRD
- #5638061
- Ownership
- 75% or more
Available
Available
Available
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K
Kenneth Jacob Michaels
Financial Advisor
- CRD
- #7661437
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,688,076 | -- |
| Non-Discretionary | $1,838,738 | -- |
| Total | $88,526,814 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Sovereign Bonds:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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