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WEISE FINANCIAL WELLNESS
WEISE FINANCIAL WELLNESS is a ria; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for private-markets...
Overview
Weise Financial Wellness is a state-registered investment adviser. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Principals
Jacqueline Weise
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at the firm?
Jacqueline Weise serves as the firm's founder and sole investment-adviser representative per regulatory filings. Her prior experience includes roles at J.P. Morgan Asset Management, PIMCO, and Mercer Investment Consulting, where she advised large institutional pools before pivoting to personal financial planning.
What investment stages or structures does the firm typically target?
Weise does not deploy capital into venture or private-equity rounds. Portfolio construction is rooted in institutional-grade multi-asset allocation — spanning public equity, fixed income, real assets and private-fund alternatives — implemented through separately managed accounts, model portfolios, and direct indexing where appropriate.
Which professionals does Weise Financial Wellness primarily serve?
The firm focuses on physicians, surgeons, and senior hospital administrators. This specialization extends to the financial-planning implications of medical training timelines, practice buy-in and sale transactions, liability insurance structuring, and the cash-flow irregularity common in procedure-based compensation models.
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