WEALTHWISE LLC

WEALTHWISE LLC of SAN LUIS OBISPO, CA is an SEC-registered investment adviser (CRD 111918). Regulatory assets under management: $26.1M.

Registration

• CRD: 111918
• SEC file number: 801-55202
• Type: Registered investment adviser
• Location: 3889 LONG STREET, SUITE 200, SAN LUIS OBISPO, CA, 93401
• Phone: 805-547-1177
• Latest filing: 2008-07-02
• Regulatory AUM: $26.1M
• Discretionary AUM: $2.6M
• Non-discretionary AUM: $23.5M
• Clients: 1
• Accounts: 82

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 111918 on SEC IAPD (source of record)
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