WEALTH WISE STRATEGIES, INC.
WEALTH WISE STRATEGIES, INC. of PRINCETON, NJ is an SEC-registered investment adviser (CRD 146130). Regulatory assets under management: $36.2M.
Registration
- CRD: 146130
- SEC file number: 801-68787
- Type: Registered investment adviser
- Location: 812 STATE ROAD, SUITE 220, PRINCETON, NJ, 08540
- Phone: (609) 902-2461
- Latest filing: 2009-03-27
- Regulatory AUM: $36.2M
- Discretionary AUM: $35.5M
- Non-discretionary AUM: $650K
- Clients: 1
- Accounts: 32
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| MCNEILLY ELIZABETH A | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
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