Charles William Wise
Investment adviser representative at Invariant Investment Management
16 yearsExperience
1 stateRegistered in
PFSDesignation
$182.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Invariant Investment Management LLCJul 2017 to now
- Pure Capital Management LimitedMar 2010 to Jul 2017
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (PA).
Invariant Investment Management
Legal name: Invariant Investment Management LLC
$182.7MAssets managed
313Clients
6Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4799506
- Firm CRD
- 168772