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WISELY ADVISED
WISELY ADVISED, LLC
CRD 159093
10261 CALUMET AVE, SUITE 104, DYER, IN, 46311, United States
Phone
219-214-1212
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$88.5M
Discretionary AUM
$86.7M
Team
2 total employees; 2 advisory reps; 266 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 254 | $65.6M |
| High net worth individuals | 12 | $21.1M |
| Pension/profit sharing plans | 2 | $1.8M |
All web addresses on file
Official SEC filing: View on IAPD