# Hedgewise

> Hedgewise is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 173286
- Filed as: HEDGEWISE
- Legal name: Hedgewise, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173286
- AdvisorCensus page: https://advisorcensus.com/firm/hedgewise-173286

## Quick answers

**How is Hedgewise compensated?**
On its Form ADV (Item 5.E, October 2026), Hedgewise reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Hedgewise registered with the SEC or a state?**
Hedgewise is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 173286.

**How much does Hedgewise manage?**
Hedgewise reports $14,586,690 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (93% discretionary).

**What types of clients does Hedgewise serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (4).

**Does Hedgewise 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/173286

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $14,586,690
- Discretionary: $13,622,741
- Non-discretionary: $963,949

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,037,197 |
| High net worth individuals | 15 | $13,549,493 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2014 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hedgewise.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hedgewise (CRD 173286): Form ADV filing data as of October 2026.