|
⚲
|
| Wise Wealth Partners LLC
✚
| |
|---|---|
| CRD # | 311639 |
| SEC # | 801-129659 |
| CIK # | |
| AUM | $100.9 MM (2024-05-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 480-239-6914 |
| Address | 2375 E Camelback, Ste 600 Phoenix, AZ 85016 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 15.9 |
| (b) Individuals (high net worth individuals) | 30 | 85.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 146 | 100.9 |
| By Discretionary | ||
| Discretionary | 146 | 100.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 146 | 100.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.9 | |
| Total | 146 | 100.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ramsey Hill Asset Management LLC
✚
|
MN | 0.1 |
|
Seattle Wealth Management LLC
✚
|
WA | 0.1 |
|
Chelsea Advisory Services Inc
✚
|
NY | 0.1 |
|
Winnow Wealth LLC
✚
|
TX | 0.1 |
|
Demeter Tactical Investments Corp
✚
|
WY | 0.1 |
|
Panorama Wealth Advisors
✚
|
CO | 0.1 |
|
Wagner Wealth Management Corp
✚
|
PA | 0.1 |
|
Statetrust Capital LLC
✚
|
FL | 0.1 |
|
TCWP LLC
✚
|
OH | 0.1 |
|
Lifespring Wealth Management LLC
✚
|
IA | 0.1 |