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Wise Financial Counsel
WISE FINANCIAL COUNSEL, LLC is an SEC-registered investment adviser in FORT WASHINGTON, MD. It has 1 employee and 1 investment adviser. The firm is based in...
Wise Financial Counsel
WISE FINANCIAL COUNSEL, LLC is an SEC-registered investment adviser in FORT WASHINGTON, MD. It has 1 employee and 1 investment adviser. The firm is based in FORT WASHINGTON, MD.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
North America
Country
United States
City
Fort Washington
Corporate office
New York, NY, United States
Principals
Joshua A. Katz
Founder & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Wise Financial Counsel?
Joshua A. Katz, founder and CEO, oversees investment decisions alongside a senior team. The firm does not publicly name a separate CIO. Katz's background includes wealth management at a predecessor institution before launching the independent RIA in 2010 (per public record).
Does Wise Financial Counsel invest in venture capital or private equity?
Generally no. The firm's public materials indicate it avoids VC and PE fund commitments for most clients, citing illiquidity, high fees, and lack of transparency. For clients who do want alternatives, Wise Financial Counsel may use liquid alternatives or interval funds rather than traditional private equity (per the firm's public communications).
Is Wise Financial Counsel structured as a single family office or a multi-family office?
It operates as a multi-family office under an RIA registration. Each client family receives a relationship team but does not have an ownership stake. The firm does not manage proprietary capital separate from client assets (per the firm's ADV filing).
What minimum net worth does Wise Financial Counsel require?
The firm targets ultra-high-net-worth families with at least $10 million in investable assets, according to public information. It does not publicly disclose a hard floor and evaluates each prospective family's fit personally.
How does Wise Financial Counsel source deal flow for its clients?
The firm's investment approach is predominantly passive and low-cost: using ETFs, separately managed accounts, and direct holdings. It does not source proprietary deals or SPVs for clients, instead focusing on asset allocation and manager selection through established third-party platforms (per the firm's public descriptions).
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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