WealthWise Financial Services

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website wealthwisefinancial.com
Client types

Overview

WealthWise Financial Services is a privately operated wealth-management and financial-planning practice headquartered in Irvine, California, with additional offices in Dallas and Houston. It serves individuals and families, particularly business owners, key executives and women investors, generally targeting clients with at least $1 million in investable assets. The firm offers comprehensive financial planning, investment management, retirement planning, estate and trust planning, executive-compensation analysis and business succession planning. Its advisors construct tactical core-and-satellite portfolios based on client goals and risk tolerance. Securities and investment-advisory services are provided through the firm’s affiliation with LPL Financial rather than through a separately registered WealthWise advisory entity. WealthWise also advises employer-sponsored retirement plans, including 401(k), 403(b), 457, profit-sharing and defined-benefit plans.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

WealthWise Financial Services

Platform Details

Investment Preferences

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Address

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