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Building 2WEALTHWISE LLC

Map pinSAN LUIS OBISPO, CA
Phone805-547-1177
NotebookSEC #801-55202
Total AUM
$26.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3889 LONG STREET
SUITE 200
SAN LUIS OBISPO
CA 93401
USA
Operating Hours
8AM - 5PM
Monday - Friday
Phone
805-547-1177

ReceiptFinancials

Total AUM
$26.1M
Accounts
82
Discretionary
$2.6M
Accounts
21
Non-Discretionary
$23.5M
Accounts
61

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANVUT

HandshakeAffiliates

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

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