Wise Wealth Partners, LLC
Wise Wealth Partners, LLC (CRD# 311639) is a financial advisory firm headquartered in Phoenix, AZ. They manage $100,885,017 in 146 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management101MILLION
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Total Number of Accounts146ACCOUNTS
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Average Account Value$690,993
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, TX
Financial Advisors at Wise Wealth Partners, LLC
1
Matthew Christl (CRD# 3026904) is an Investment Advisor Representative working at Wise Wealth Partners, LLC in Folsom, CA and has over 10 years of experience in the finance industry.
2
Brian Rellihan (CRD# 4265943) is an Investment Advisor Representative working at Wise Wealth Partners, LLC in Phoenix, AZ and has over 16 years of experience in the finance industry.
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