# BUSINESS WISE INSURANCE, PLLC

BUSINESS WISE INSURANCE, PLLC is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 297580
- Type: SEC-registered investment adviser
- Phone: 425-595-5158
- Latest filing: 2026-06-22
- Regulatory AUM: $4.7M
- Discretionary AUM: $1.4M
- Non-discretionary AUM: $3.3M
- Clients: 1
- Accounts: 7

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297580/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297580/similar
- Related entities: https://search.stillhousedata.com/firm/297580/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297580

---

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.