RIA Intel›Advisers›Indiana›WISELY ADVISED, LLC

WISELY ADVISED, LLC

Advisory

DYER, IN

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

Rank in IN
#227
of 270 advisers by AUM
Average account
$164K
across 539 accounts
AUM per adviser
$44M
2 advisers

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

Total AUM
$89M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$89M
Discretionary AUM$87M
Non-Discretionary AUM$2M
Discretionary %97.9%
Total Clients268
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, IN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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