Overview
Assets Under Management: $127 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Frequently Asked Questions
WISE WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311639), WISE WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
WISE WEALTH PARTNERS, LLC is headquartered in PHOENIX, AZ.
WISE WEALTH PARTNERS, LLC serves 51 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, WISE WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
WISE WEALTH PARTNERS, LLC manages $127 million in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, WISE WEALTH PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.94
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 193
Discretionary Accounts: 188
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 311639
Last Filing Date: 2025-02-12 00:00:00
Website: https://thewwp.com