| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph Rellihan Control | Chief Compliance Officer And Managing Member | Over 75% | 2020 |
Wise Wealth Partners, LLC reports $126.6 million in regulatory assets under management on its Form ADV.
Wise Wealth Partners, LLC reports 2 employees.
Wise Wealth Partners, LLC is based in Phoenix, AZ and has been SEC-registered since 2024.
Wise Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2375 E. Camelback, Ste. 600, Phoenix, AZ 85016 |
| Phone | 480-866-0200 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $125.6M |
| Non-discretionary | $990K |
| Total (RAUM) | $126.6M |