# Wealthwise Asset Management LLC

> Wealthwise Asset Management LLC is a state-registered investment advisory firm in Chino Hills, CA, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated June 9, 2026.

- CRD: 337518
- Filed as: WEALTHWISE ASSET MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chino Hills, CA
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337518
- AdvisorCensus page: https://advisorcensus.com/firm/wealthwise-asset-management-llc-chino-hills-ca-337518

## Quick answers

**How is Wealthwise Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthwise Asset Management LLC reports these compensation arrangements: hourly charges.

**Where is Wealthwise Asset Management LLC located?**
Wealthwise Asset Management LLC's principal office is in Chino Hills, CA, according to its Form ADV.

**Is Wealthwise Asset Management LLC registered with the SEC or a state?**
Wealthwise Asset Management LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337518.

**Does Wealthwise Asset Management 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/337518

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 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.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @patrick-scott-powers-ph-d-34786273

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthwise Asset Management LLC (CRD 337518): Form ADV filing data as of October 2026.