RIA Intel›Advisers›New Mexico›WISE HOLDINGS INC.

WISE HOLDINGS INC.

Advisory

NM

Data as of Jun 27, 2025 · Source: SEC Form ADV

Average account
$818K
across 8 accounts

Source: SEC Form ADV. Figures as filed Jun 27, 2025.

Total AUM
$7M
Discretionary %
100%
Clients
—
Employees
0

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$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NM

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

HIGHROCKS WEALTH, LLC
SANTA FE, NM
$6M
MINDFUL INVESTMENT MANAGEMENT COMPANY
SANTA FE, NM
$7M
+11.8% 1Y
RETIREMENT AND INVESTMENT SOLUTIONS, LLC
$7M
THE TINY HOUSE ADVISER LLC
$7M
GRINSTEAD WEALTH MANAGEMENT, LLC
ALBUQUERQUE, NM
$7M
GOLDBERG, FRED
$5M

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