# Wisely Advised

> Wisely Advised is a state-registered investment advisory firm in Dyer, IN, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 159093
- Filed as: WISELY ADVISED
- Legal name: Wisely Advised, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dyer, IN
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159093
- AdvisorCensus page: https://advisorcensus.com/firm/wisely-advised-dyer-in-159093

## Quick answers

**How is Wisely Advised compensated?**
On its Form ADV (Item 5.E, October 2026), Wisely Advised reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Wisely Advised located?**
Wisely Advised's principal office is in Dyer, IN, according to its Form ADV.

**Is Wisely Advised registered with the SEC or a state?**
Wisely Advised is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 159093.

**How much does Wisely Advised manage?**
Wisely Advised reports $88,526,814 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (98% discretionary).

**What types of clients does Wisely Advised serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (254); high net worth individuals (12); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Wisely Advised 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/159093

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $88,526,814
- Discretionary: $86,688,076
- Non-discretionary: $1,838,738

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 254 | $65,624,904 |
| High net worth individuals | 12 | $21,063,172 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $1,838,738 |

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

### Firm details
- Registered since: 2011 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wiselyadvised.com
- Facebook @wiselyadvisedmoney
- Instagram @wiselyadvisedwealth
- LinkedIn @wisely-advised

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wisely Advised (CRD 159093): Form ADV filing data as of October 2026.