BUSINESS WISE INSURANCE, PLLC

BUSINESS WISE INSURANCE, PLLC is an SEC-registered investment adviser (CRD 297580). Regulatory assets under management: $4.7M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 297580
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297580 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search