RIA Intel›Advisers›Georgia›NVEST WISE, LLC

NVEST WISE, LLC

Advisory

Data as of May 18, 2026 · Source: SEC Form ADV

Average account

$41K

across 9 accounts

AUM per adviser

$371K

1 advisers

Source: SEC Form ADV. Figures as filed May 18, 2026.

Total AUM

$371K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$371K

Discretionary AUM$72K

Non-Discretionary AUM$299K

Discretionary %19.3%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

INTELLIGENT WORTH, LLC

$351K

FOCUS ADVISORY, LTD.

$402K

LOCK WEALTH MANAGEMENT LLC

$296K

CAPITALWIZE, LLC

ATLANTA, GA

$272K

AVANT GARDE CAPITAL, LLC

ATLANTA, GA

$472K

DAXMAR ENGINEERING INC

$252K

Get the full picture on NVEST WISE, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track NVEST WISE, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans