# Wise Investment Management

> Wise Investment Management is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 27, 2025.

- CRD: 114731
- Filed as: WISE INVESTMENT MANAGEMENT
- Legal name: Wise Holdings Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: June 27, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114731
- AdvisorCensus page: https://advisorcensus.com/firm/wise-investment-management-114731

## Quick answers

**How is Wise Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Wise Investment Management reports these compensation arrangements: a percentage of assets under its management.

**Is Wise Investment Management registered with the SEC or a state?**
Wise Investment Management is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 114731.

**How much does Wise Investment Management manage?**
Wise Investment Management reports $6,540,000 in regulatory assets under management in its Form ADV filing dated June 27, 2025 (100% discretionary).

**Does Wise Investment Management 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/114731

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,540,000
- Discretionary: $6,540,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,090,000 |
| High net worth individuals | Fewer than 5 | $5,450,000 |
| 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 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- 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 Investment Management (CRD 114731): Form ADV filing data as of October 2026.