# Agewise Financial Inc.

> Agewise Financial Inc. is a state-registered investment advisory firm in Palm Desert, CA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 328162
- Filed as: AGEWISE FINANCIAL INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palm Desert, CA
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328162
- AdvisorCensus page: https://advisorcensus.com/firm/agewise-financial-inc-palm-desert-ca-328162

## Quick answers

**How is Agewise Financial Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Agewise Financial Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Agewise Financial Inc. located?**
Agewise Financial Inc.'s principal office is in Palm Desert, CA, according to its Form ADV.

**Is Agewise Financial Inc. registered with the SEC or a state?**
Agewise Financial Inc. is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328162.

**How much does Agewise Financial Inc. manage?**
Agewise Financial Inc. reports $7,800,025 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**What types of clients does Agewise Financial Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (45).

**Does Agewise Financial Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328162

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,800,025
- Discretionary: $7,800,025
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $7,800,025 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Agewise Financial Inc. (CRD 328162): Form ADV filing data as of October 2026.