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WISE WEALTH MANAGEMENT
WISE WEALTH LLC
CRD 312430
4656 WEST JEFFERSON BLVD SUITE 210, FORT WAYNE, IN, 46804, United States
Phone
260-704-7168
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.4M
Discretionary AUM
$6.4M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $6.4M |
All web addresses on file
Official SEC filing: View on IAPD