# Wealthwise Financial Solutions, LLC

> Wealthwise Financial Solutions, LLC is a state-registered investment advisory firm, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 141813
- Filed as: WEALTHWISE FINANCIAL SOLUTIONS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141813
- AdvisorCensus page: https://advisorcensus.com/firm/wealthwise-financial-solutions-llc-141813

## Quick answers

**How is Wealthwise Financial Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthwise Financial Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**Is Wealthwise Financial Solutions, LLC registered with the SEC or a state?**
Wealthwise Financial Solutions, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 141813.

**How much does Wealthwise Financial Solutions, LLC manage?**
Wealthwise Financial Solutions, LLC reports $49,766,403 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Wealthwise Financial Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (17).

**Does Wealthwise Financial Solutions, 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/141813

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $49,766,403
- Discretionary: $49,546,651
- Non-discretionary: $219,752

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $6,935,840 |
| High net worth individuals | 17 | $42,830,563 |

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

### Firm details
- Registered since: 2007 (19 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.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthwise Financial Solutions, LLC (CRD 141813): Form ADV filing data as of October 2026.