# Wealthwise Advisors

> Wealthwise Advisors is a state-registered investment advisory firm in Media, PA, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 158262
- Filed as: WEALTHWISE ADVISORS
- Legal name: Wealthwise Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Media, PA
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158262
- AdvisorCensus page: https://advisorcensus.com/firm/wealthwise-advisors-media-pa-158262

## Quick answers

**How is Wealthwise Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthwise Advisors 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 Wealthwise Advisors located?**
Wealthwise Advisors' principal office is in Media, PA, according to its Form ADV.

**Is Wealthwise Advisors registered with the SEC or a state?**
Wealthwise Advisors is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158262.

**How much does Wealthwise Advisors manage?**
Wealthwise Advisors reports $15,705,754 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (0% discretionary).

**What types of clients does Wealthwise Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (7).

**Does Wealthwise Advisors 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/158262

## 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: $15,705,754
- Discretionary: $0
- Non-discretionary: $15,705,754

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $8,596,761 |
| High net worth individuals | 7 | $7,108,993 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2011 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- 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. Wealthwise Advisors (CRD 158262): Form ADV filing data as of October 2026.