WISE WEALTH MANAGEMENT

WISE WEALTH MANAGEMENT of FORT WAYNE, IN is an SEC-registered investment adviser (CRD 312430). Regulatory assets under management: $6.4M.

Registration

• CRD: 312430
• Type: Registered investment adviser
• Location: 4656 WEST JEFFERSON BLVD SUITE 210, FORT WAYNE, IN, 46804
• Phone: 260-704-7168
• Latest filing: 2026-01-07
• Regulatory AUM: $6.4M
• Discretionary AUM: $6.4M
• Clients: 1
• Accounts: 94

Business model

Compensation: % of AUM, Hourly, 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 312430 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search