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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wise Wealth Partners LLC
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|---|---|
| CRD # | 311639 |
| SEC # | 801-129659 |
| CIK # | 0002056711 |
| AUM | $126.6 M (2025-02-12) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 480-239-6914 |
| Address | 2375 E Camelback, Ste 600 Phoenix, AZ 85016 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 3.3 | ||
| Nvidia Corp | 0.9 | ||
| CrowdStrike Holdings Inc | 0.8 | ||
| Amazon Com Inc | 0.8 | ||
| Broadcom Inc | 0.7 | ||
| Alphabet Inc | 0.7 | ||
| J P Morgan Chase & Co | 0.7 | ||
| 3M Co | 0.6 | ||
| Lilly Eli & Co | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 12.7 |
| (b) Individuals (high net worth individuals) | 51 | 113.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 193 | 126.6 |
| By Discretionary | ||
| Discretionary | 188 | 125.6 |
| Non-Discretionary | 5 | 1.0 |
| Total | 193 | 126.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.6 | |
| Total | 193 | 126.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056711] |
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|---|---|---|
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