J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
16yrs
Karin Wise has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Los Angeles, California. Karin has been with Wise Asset Management since 2026; before that, Karin spent four years at Lifepro Asset Management and two years at "tate Asset Management" and "dco Wealth Management". Wise Asset Management offers investment management and is paid through a percentage of assets.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 53% of advisors in Los Angeles
OfficeLos Angeles, CA
How the firm is paid ?Percent of assets
Typical client at the firm ?$187,613
States licensed ?1 state
Services through Wise Asset Management
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowWise Asset Management L.L.C.Current firm
- 2018 – 2022Lifepro Asset ManagementPreviously
- 2015 – 2017
Contact Karin
(858) 229-0304Wise Asset Management main office Los Angeles, CAOffice · Get directions Firm websitewww.onewiseadvisor.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Karin
Tailored to Karin’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Karin
How do I contact Karin?
Call Wise Asset Management at (858) 229-0304 and ask for Karin Wise. Karin works from the Los Angeles, CA office.
How long has Karin been a financial advisor?
Karin has been in the industry since 2011, about 16 years. More experience than 53% of advisors in Los Angeles.
What licenses does Karin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Karin a fiduciary?
Karin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Karin paid?
Wise Asset Management reports being paid by a percentage of the assets they manage. Ask Karin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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