Wise Asset Management LLC

Wise Asset Management LLC (CRD# 318614) is a financial advisory firm headquartered in , . They manage $1,717,295 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.onewiseadvisor.com/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $214,662
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wise Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Karin Wise, financial advisor Oceanside CA
Karin S. Wise
CRD#: 5568486
Oceanside, CA

Karin Wise (CRD# 5568486) is an Investment Advisor Representative working at Wise Asset Management LLC in Oceanside, CA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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