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WEALTH WISE STRATEGIES, INC.
PRINCETON, NJ
609 279-1888
SEC #801-68787Total AUM
$36.2M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
812 STATE ROAD
SUITE 220
PRINCETON
NJ 08540
United States
SUITE 220
PRINCETON
NJ 08540
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
609 279-1888
Financials
Total AUM
$36.2M
Accounts
32Discretionary
$35.5M
Accounts
27Non-Discretionary
$650K
Accounts
5
Clients
None reported
Services
Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NJ
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.