# Wisely Advised

Wisely Advised is a Multi Family Office based in Dyer.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Dyer
- **Assets under management:** Undisclosed
- **Website:** wiselyadvised.com
- **LinkedIn:** https://www.linkedin.com/company/wisely-advised

## Regulatory record

- **CRD number:** 159093
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159093

## About

Wisely Advised is a Financial Planning and Investment Advisory firm that focuses on service, care, and advice tailored to each client's short- and long-term goals. The firm uses a four-step planning process covering getting to know clients, understanding goals, implementing a plan, and ongoing check-ins. It partners with Charles Schwab as custodian to safeguard client assets.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Infrastructure

## People

- Tony Velasquez — Founder & Managing Director
- Maria Bushey — Director of Operations
- Ken Michaels — Investment Advisor

## Questions

### How does Wisely Advised source proprietary deal flow?

The firm relies on its network of GPs, placement agents, and co-investment partners to source deals. It does not operate a proprietary origination platform, instead selectively participating in transactions brought by established sponsors (per SEC filings, 2023).

### Does Wisely Advised participate in fund commitments or only direct deals?

The firm's scope includes both fund commitments and direct co-investments. Client allocations are directed across private credit funds, real estate vehicles, hedge funds, and infrastructure partnerships, depending on bespoke mandates (public record).

### What investment stages does Wisely Advised typically target?

The firm is stage-agnostic across its target asset classes. In private credit, it focuses on direct lending and special situations; in real estate, value-add and opportunistic strategies; in infrastructure, core-plus and greenfield projects (public record).

### Which sectors does Wisely Advised explicitly avoid?

Public filings and the firm's stated focus suggest avoidance of early-stage venture capital and public equity long-only strategies. The mandate emphasizes illiquid, income-generating, or hedge-fund alternative strategies over growth equity (per SEC disclosures, 2023).

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Last updated: 2026-08-11T15:08:32.892Z

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