WEALTHWISE LLC
Total AUM
$26.1M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3889 LONG STREET
SUITE 200
SAN LUIS OBISPO
CA 93401
USA
SUITE 200
SAN LUIS OBISPO
CA 93401
USA
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
805-547-1177
Financials
Total AUM
$26.1M
Accounts
82Discretionary
$2.6M
Accounts
21Non-Discretionary
$23.5M
Accounts
61
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCANVUT
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.