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WHOLE WEALTH MANAGEMENT
WHOLE WEALTH MANAGMENT LLC
CRD 145072
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