RIA Intel›Advisers›Georgia›WEALTHWISE FINANCIAL SOLUTIONS, LLC

WEALTHWISE FINANCIAL SOLUTIONS, LLC

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in GA

#594

of 607 advisers by AUM

Average account

$366K

across 136 accounts

AUM per adviser

$50M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$50M

Discretionary %

99.6%

Clients

44

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$220K

Discretionary %99.6%

Total Clients44

Team

Total Employees1

Investment Advisers1

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.

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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

44 clients

17 high-net-worth

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

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Advisers of similar size in GA

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

WILSON FINANCIAL GROUP, LLC

SUWANEE, GA

$50M

ARROWHEAD INVESTMENT ADVISORS, LLC

$50M

UL WEALTH LLC

VALDOSTA, GA

$49M

CAPITAL INVESTMENT PARTNERS LLC

GAINESVILLE, GA

$49M

ALLEGIANCE WEALTH MANAGEMENT, INC.

$49M

SOUTHERN INCOMES, LLC

$49M

-5.5% 1Y

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