| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Registration Changed to WISE WEALTH PARTNERS, LLC |
| As of Date | 03/26/2021 |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| AUM* | 1,369,346 |
| of that, discretionary | 1,369,346 |
| Private Fund GAV* | 0 |
| Avg Account Size | 684,673 |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds