This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WISE ASSET MANAGEMENT L.L.C.

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2008earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jan 18, 2011

First registration

Jul 27, 2015

Dual registered

no

Other names

KAREN WISE|KARIN SIMONE RAEL|KARIN S WISE|KARIN SIMONE SIRAEL|KARIN SIMONE WISE

IAPD individual key

5568486

• Occurred

  Mar 31, 2022
  Advisor changed firm

  Karin Simone Wise left Lifepro Asset Management for Wise Asset Management L.L.C. (registered 2026-01-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f767f78f-6cde-0a5d-7cff-b787e73b1cae

First observed

Jul 27, 2015

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.