# Wise Asset Management L.L.C.

> Wise Asset Management L.L.C. is a state-registered investment advisory firm in Beverley Hills, CA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 17, 2026.

- CRD: 318614
- Filed as: WISE ASSET MANAGEMENT L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Beverley Hills, CA
- Filing period: October 2026
- Form ADV filing dated: April 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318614
- AdvisorCensus page: https://advisorcensus.com/firm/wise-asset-management-l-l-c-beverley-hills-ca-318614

## Quick answers

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

**Where is Wise Asset Management L.L.C. located?**
Wise Asset Management L.L.C.'s principal office is in Beverley Hills, CA, according to its Form ADV.

**Is Wise Asset Management L.L.C. registered with the SEC or a state?**
Wise Asset Management L.L.C. is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318614.

**How much does Wise Asset Management L.L.C. manage?**
Wise Asset Management L.L.C. reports $1,876,130 in regulatory assets under management in its Form ADV filing dated April 17, 2026 (100% discretionary).

**What types of clients does Wise Asset Management L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (1).

**Does Wise Asset Management L.L.C. 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/318614

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,876,130
- Discretionary: $1,876,130
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $792,620 |
| High net worth individuals | 1 | $1,083,510 |

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

### Firm details
- Registered since: 2022 (4 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)
- [onewiseadvisor.com](https://onewiseadvisor.com)
- [wmfsassets.com](https://wmfsassets.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wise Asset Management L.L.C. (CRD 318614): Form ADV filing data as of October 2026.