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WISE WEALTH PARTNERS, LLC
CRD 311639 · SEC 801-129659
2375 E. CAMELBACK, STE. 600, PHOENIX, AZ, 85016, United States
Phone
480-866-0200
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$153.5M
Discretionary AUM
$153.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $12.5M |
| High net worth individuals | 63 | $141.0M |
States served
AZ, CA, TX
All web addresses on file
Official SEC filing: View on IAPD