# Business Wise Insurance, PLLC

Business Wise Insurance, PLLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/robert-lockyer-benefits

## Regulatory record

- **CRD number:** 297580
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297580

## About

Business Wise Insurance, PLLC is a state-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.

## Sectors

- Insurance

## 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.

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Last updated: 2026-07-06T01:24:13.266Z

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