# NVEST WISE, LLC

NVEST WISE, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 145063
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145063

## About

NVEST WISE, LLC is a state-registered investment adviser with $371,087 in regulatory assets under management. The firm manages $71,720 on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who does NVEST WISE, LLC manage assets for?

The firm's beneficiary family or individual is not publicly identified. NVEST WISE is structured as a limited liability company in the US, a common vehicle for managing the wealth of a single family. The origin of capital remains undisclosed (public record).

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Last updated: 2026-07-06T01:24:22.248Z

Canonical page: https://altss.com/profile/nvest-wise-llc

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