Falists
← Back to search

WHOLE WEALTH MANAGEMENT

WHOLE WEALTH MANAGMENT LLC

CRD 145072

Visit website

200 MARCY STREET, PORTSMOUTH, NH, 03801-2301, United States

Phone

603-766-8705

Fax

603-766-8706

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

3 total employees; 2 advisory reps; 32 broker-dealer reps

Clients

26-50

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-08

Disciplinary history

No

Services

Financial planning

All web addresses on file

Official SEC filing: View on IAPD