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Business Wise Insurance, PLLC
Business Wise Insurance, PLLC is an SEC-registered investment adviser in Snohomish, WA. The firm manages approximately $5 million in regulatory assets under...
Business Wise Insurance, PLLC
Business Wise Insurance, PLLC is an SEC-registered investment adviser in Snohomish, WA. The firm manages approximately $5 million in regulatory assets under management, with $1 million managed on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
Who runs investment decisions at Business Wise Insurance?
The principals of Business Wise Insurance, PLLC are not publicly identified. As a professional limited liability company, operators must be licensed professionals in insurance or related fields, but specific names are not disclosed.
What type of insurance does Business Wise Insurance typically write?
The firm's exact product lines are not publicly known. PLLC insurers commonly write professional liability coverage for individuals or groups, but the firm may also offer property, casualty, or specialty lines.
Is Business Wise Insurance structured as a single family office or an operating insurer?
Given the PLLC corporate form and lack of public marketing materials, the firm likely operates as an insurance company serving a single family or entity, akin to a family-office captive insurer. However, this cannot be confirmed from public records.
How does Business Wise Insurance manage its capital reserves?
Insurance companies are subject to state solvency requirements. Premiums would typically be invested in conservative fixed-income portfolios with some equity and alternative holdings. Specific investment strategy is not disclosed.
Where is Business Wise Insurance domiciled?
The firm likely operates in the United States under state insurance regulation. The specific state of domicile is not available from public sources.
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