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WEALTHWISE ADVISORS
WEALTHWISE ADVISORS LLC
CRD 158262
1100 NORTH PROVIDENCE RD., SUITE 100, MEDIA, PA, 19063, United States
Phone
610-285-9883
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.7M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2025-12-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $8.6M |
| High net worth individuals | 7 | $7.1M |
Official SEC filing: View on IAPD