RIA Intel›Advisers›Tennessee›WEALTH WISE, INC.

WEALTH WISE, INC.

Advisory

JOHNSON CITY, TN

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in TN

#312

of 380 advisers by AUM

Average account

$197K

across 376 accounts

AUM per adviser

$25M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$74M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$74M

Discretionary AUM$74M

Non-Discretionary AUM$294K

Discretionary %99.6%

Total Clients176

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAZ, NC, TN, VA

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

176 clients

14 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TN

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

RESILIENT ASSET MANAGEMENT, LLC

$74M

RIDGEBROOKE CAPITAL MANAGEMENT LLC

$76M

FINANCIAL RESOURCE MANAGEMENT, INC.

$76M

WELLSPRING MANAGEMENT LLC

$77M

PLANROCK INVESTMENT MANAGEMENT, LLC

$71M

CAIRN FINANCIAL GROUP LLC

$77M

Get the full picture on WEALTH WISE, INC.

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

Create a free account →See plans