Unclaimed Profile

Brian Joseph Rellihan

WISE WEALTH PARTNERS, LLC·PHOENIX, Arizona

SIE, Series 7, Series 7TO, Series 63, Series 66CFPClean record21 years registeredWISE WEALTH PARTNERS, LLC

2375 E. CAMELBACK, STE. 600, PHOENIX, AZ 85016CRD# 4265943Firm CRD# 311639

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Joseph Rellihan · PHOENIX, AZ

Registration

CRD #4265943 · WISE WEALTH PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

WISE WEALTH PARTNERS, LLC

Feb 2021 – present

ADVICE AND PLANNING SERVICES

Jul 2013 – Nov 2020

Phoenix, AZ

GALLOWAY ASSET MANAGEMENT LLC

Jul 2008 – Jul 2010

MESA, AZ

MULTI-FINANCIAL SECURITIES CORPORATION

Oct 2007 – Jun 2008

PHOENIX, AZ

FINANCIAL ENGINES ADVISORS LLC

Oct 2004 – Jun 2007

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · October 19, 2004

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WISE WEALTH PARTNERS, LLC

CRD 311639 · SEC 801-129659

AUM

$101M

Regulatory assets under management

Employees

146 client accounts

Services offered by WISE WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WISE WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Joseph Rellihan offer?

Brian Joseph Rellihan specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PHOENIX, Arizona for a consultation.

What are Brian Joseph Rellihan's credentials?

Brian Joseph Rellihan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian Joseph Rellihan located?

Brian Joseph Rellihan is based in PHOENIX, Arizona, working with WISE WEALTH PARTNERS, LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Brian Joseph Rellihan charge for services?

Brian Joseph Rellihan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WISE WEALTH PARTNERS, LLC?

WISE WEALTH PARTNERS, LLC has approximately 2 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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