# Wise Financial Services LLC

> Wise Financial Services LLC is a state-registered investment advisory firm in Wilmington, DE, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated May 24, 2024.

- CRD: 331500
- Filed as: WISE FINANCIAL SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wilmington, DE
- Filing period: October 2026
- Form ADV filing dated: May 24, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331500
- AdvisorCensus page: https://advisorcensus.com/firm/wise-financial-services-llc-wilmington-de-331500

## Quick answers

**How is Wise Financial Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wise Financial Services LLC reports these compensation arrangements: other.

**Where is Wise Financial Services LLC located?**
Wise Financial Services LLC's principal office is in Wilmington, DE, according to its Form ADV.

**Is Wise Financial Services LLC registered with the SEC or a state?**
Wise Financial Services LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331500.

**Does Wise Financial Services 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/331500

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE
- 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. Wise Financial Services LLC (CRD 331500): Form ADV filing data as of October 2026.