WEALTHWISE ADVISORS

WEALTHWISE ADVISORS of MEDIA, PA is an SEC-registered investment adviser (CRD 158262). Regulatory assets under management: $15.7M.

Registration

• CRD: 158262
• Type: Registered investment adviser
• Location: 1100 NORTH PROVIDENCE RD., MEDIA, PA, 19063
• Phone: 610-285-9883
• Latest filing: 2025-12-02
• Regulatory AUM: $15.7M
• Non-discretionary AUM: $15.7M
• Clients: 2
• Accounts: 68

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158262 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search