WEALTHWISE FINANCIAL SOLUTIONS, LLC

WEALTHWISE FINANCIAL SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 141813). Regulatory assets under management: $49.8M.

Registration

• CRD: 141813
• Type: Registered investment adviser
• Phone: 770-401-4528
• Latest filing: 2026-03-31
• Regulatory AUM: $49.8M
• Discretionary AUM: $49.5M
• Non-discretionary AUM: $220K
• Clients: 1
• Accounts: 136

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141813 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search