# Nvest Wise, LLC

> Nvest Wise, LLC is a state-registered investment advisory firm, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 145063
- Filed as: NVEST WISE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145063
- AdvisorCensus page: https://advisorcensus.com/firm/nvest-wise-llc-145063

## Quick answers

**How is Nvest Wise, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Nvest Wise, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Nvest Wise, LLC registered with the SEC or a state?**
Nvest Wise, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 145063.

**How much does Nvest Wise, LLC manage?**
Nvest Wise, LLC reports $371,087 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (19% discretionary).

**What types of clients does Nvest Wise, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).

**Does Nvest Wise, LLC 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/145063

## 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: $371,087
- Discretionary: $71,720
- Non-discretionary: $299,367

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $371,087 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2007 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- 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. Nvest Wise, LLC (CRD 145063): Form ADV filing data as of October 2026.