Adviser Profile
| As of Date | 03/26/2021 |
| Registration status | Registration Changed to WISE WEALTH PARTNERS, LLC |
| ADV Location | PHOENIX, AZ, United States |
| AUM* | 1,369,346 |
| of that, discretionary | 1,369,346 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 684,673 |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1M
1M
978K
782K
587K
391K
196K
2020
2021
Private Funds
No private funds