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WEALTHWISE ADVISORS LLC

Advisory

MEDIA, PA

Data as of Aug 28, 2026 · Source: SEC Form ADV

Rank in PA

#1,286

of 1,528 advisers by AUM

Average account

$231K

across 68 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 28, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$16M

Discretionary AUM$0

Non-Discretionary AUM$16M

Discretionary %0%

Total Clients38

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

38 clients

7 high-net-worth

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

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