# Smarter & Wise

Smarter & Wise is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/loriescheibel

## Regulatory record

- **CRD number:** 325719
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325719

## About

SMARTER AND WISE is a state-registered investment adviser with $36 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Are there any known operational events, hires, or transactions linked to Smarter & Wise in the past 24 months?

No. A review of financial press, press releases, and major transaction databases found no investment closings, executive appointments, office openings, or partnership announcements involving the Smarter & Wise name since at least early 2024.

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- [Sliver](https://altss.com/profile/sliver)
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Last updated: 2026-07-06T01:24:25.665Z

Canonical page: https://altss.com/profile/smarter-and-wise

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