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WEALTHWISE
WEALTHWISE is a ria; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for private-markets fundraising and...
WEALTHWISE
WEALTHWISE, LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Kim Sawyer
Chief Executive Officer
Carter Leidy
Director of Investments
Sector focus
Frequently asked questions
Who makes investment decisions at WEALTHWISE?
Allocation authority rests with CEO Kim Sawyer, who personally underwrites each position alongside Director of Investments Carter Leidy. The firm does not delegate to an external investment committee, a fund-of-funds intermediary, or a third-party advisor. This two-person investment function retains full discretion over asset selection, structuring, and exit timing.
What is WEALTHWISE's posture on co-investments?
WEALTHWISE co-invests selectively along two axes: with regional real estate operators on property acquisitions, and with other single-family offices on private company rounds where combined check size strengthens negotiating leverage. These are relationship-sourced, not platform-intermediated. The firm does not participate in broadly syndicated co-invest slots offered by institutional GPs.
How does WEALTHWISE source its private credit deals?
Loan origination runs through a direct network of real estate brokers, title companies, and regional developers, primarily in Sun Belt and Mountain West markets. The firm does not aggregate deal flow through DebtX, Crexi, or similar loan-marketplace platforms. Each borrower is individually underwritten with an internal legal review, and every position carries a senior-secured first-lien structure.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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