NVEST WISE, LLC

NVEST WISE, LLC is an SEC-registered investment adviser (CRD 145063). Regulatory assets under management: $371K.

Registration

• CRD: 145063
• Type: Registered investment adviser
• Phone: 678-427-2498
• Latest filing: 2026-05-18
• Regulatory AUM: $371K
• Discretionary AUM: $72K
• Non-discretionary AUM: $299K
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Fixed.

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 145063 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search