Wisely Advised
18yrs
More experience than 55% of advisors nationwide
Wisely Advised
Dyer, IN. Legal name: Wisely Advised, LLC
About the firm
A registered investment advisory firm based in Dyer, Indiana. It manages about $88.5 million for roughly 266 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$325,895
Assets under management ?$88.5 million
Individual clients266
Median years of experience11
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businesses
Advisors at Wisely Advised
2Advisors
11Median years of experience
1States with offices
–Offices
Also known as
Velasquez Capital Investments, LLC · Wisely Advised, LLC
About Wisely Advised
How do I contact Wisely Advised?
Call the main office at (219) 214-1212. The main office is at 10261 Calumet Ave Suite 104, Dyer, IN 46311.
How is Wisely Advised paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Wisely Advised offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at Wisely Advised?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.