# NVEST WISE, LLC

NVEST WISE, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 145063
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145063/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145063/similar
- Related entities: https://search.stillhousedata.com/firm/145063/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145063

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.