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.

No. The firm functions exclusively as a single-family office, managing assets for one technology-sector principal and the principal's immediate family. It does not raise third-party capital, operate as a registered investment advisor open to external clients, or participate in capital-introduction events. All investment activity is conducted through proprietary entities.

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.

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.

The principal directs charitable giving through a donor-advised fund that is legally separate from the family office. No private foundation exists as a WEALTHWISE-controlled entity, and no investment staff time is formally allocated to philanthropic program management or impact-investment mandates.