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WORTHWHILE WEALTH COUNCIL
WEALTH WISE, INC.
CRD 126918
508 PRINCETON RD, SUITE 301, JOHNSON CITY, TN, 37601, United States
Phone
(423) 610-0099
Fax
(423) 610-0366
Registration
— (—)
Source
State registered
Total AUM
$74.2M
Discretionary AUM
$73.9M
Team
4 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 162 | $42.5M |
| High net worth individuals | 14 | $31.4M |
All web addresses on file
- HTTPS://WWW.ALIGNABLE.COM/SEDONA-AZ/CARRIER-MAURICE-WEBB-WEALTH-ADVISORS
- HTTP://WWW.WORTHWHILE-WEALTH.COM
- https://www.linkedin.com/company/worthwhilewealth/?viewAsMember=true
- https://www.youtube.com/@worthwhilewealthcouncil6676
- https://www.instagram.com/worthwhilewealthcouncil/
- https://www.facebook.com/WorthWhileWealthCouncil
Official SEC filing: View on IAPD