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Building 2WISE WEALTH PARTNERS, LLC

Map pin
Phone480-239-6914
NotebookSEC #801-119911
Total AUM
$1.4M
Employees
1
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
480-239-6914

ReceiptFinancials

Total AUM
$1.4M
Accounts
2
Discretionary
$1.4M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$388.9K
HNW Individual Clients
1
AUM
$980.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZ

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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