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Building 2WISE WEALTH PARTNERS, LLC

Map pinPHOENIX, AZ
Phone480-866-0200
NotebookSEC #801-129659
Total AUM
$153.5M
Employees
2
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2375 E. CAMELBACK, STE. 600
PHOENIX
AZ 85016
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
480-866-0200
Other Offices
1

ReceiptFinancials

Total AUM
$153.5M
Accounts
210
Discretionary
$153.5M
Accounts
210
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
66
AUM
$12.5M
HNW Individual Clients
63
AUM
$141M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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