← Back to search
AGEWISE FINANCIAL INC.
CRD 328162
72960 FRED WARING DRIVE, SUITE 20, PALM DESERT, CA, 92260, United States
Phone
760-404-0270
Fax
760-404-0241
Registration
— (—)
Source
State registered
Total AUM
$7.8M
Discretionary AUM
$7.8M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $7.8M |
Official SEC filing: View on IAPD