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Building 2WISDOM FINANCIAL PLANNING

Map pinTAMPA, FL
Phone813-254-9500
NotebookSEC #801-121513
Total AUM
$165.6M
Employees
3
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1304 DESOTO AVE
101
TAMPA
FL 33606
United States
Operating Hours
8AM-4PM
Monday - Friday
Phone
813-254-9500

ReceiptFinancials

Total AUM
$165.6M
Accounts
492
Discretionary
$152.2M
Accounts
477
Non-Discretionary
$13.4M
Accounts
15

ContactClients

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Individual Clients
128
AUM
$27.3M
HNW Individual Clients
57
AUM
$138.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

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

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