WIZEST INC.

5 registered advisors·CRD# 315156
SEC# 801-1220770617-842-8856
01

Firm Overview

AUM
$26K
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment Management
04

Advisors at WIZEST INC.

5 registered advisors
Axel Thibon
SOUTH EUCLID, Ohio
Lazaro Gonzalez
SOUTH EUCLID, Ohio
Rafael Alvarex Vallina
SOUTH EUCLID, Ohio
William Estoque
SOUTH EUCLID, Ohio
William Littlefield
SOUTH EUCLID, Ohio
05

Office Locations

SOUTH EUCLID, Ohio
5 advisors

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Data sourced from SEC Form ADV filings. WIZEST INC. (CRD# 315156) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.