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WISE WEALTH PARTNERS, LLC
WISE WEALTH PARTNERS, LLC
PHOENIX, Arizona
·
1 registered advisor
·
CRD# 311639
SEC# 801-129659
1
480-239-6914
01
Firm Overview
AUM
$101M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at WISE WEALTH PARTNERS, LLC
1 registered advisor
Brian Joseph Rellihan
PHOENIX, Arizona
CFP
CRD# 4265943
05
Office Locations
PHOENIX, Arizona
1 advisor
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Data sourced from SEC Form ADV filings. WISE WEALTH PARTNERS, LLC (CRD# 311639) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.