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WISE WEALTH PARTNERS, LLC

PHOENIX, AZ · CRD 311639 · IAPD ↗ · 480-866-0200

$153.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — WISE WEALTH PARTNERS, LLC reported RAUM up 26% ($100.9M -> $126.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
April 2024 — WISE WEALTH PARTNERS, LLC (PHOENIX, AZ) is newly SEC-registered with $100.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.