# AGEWISE FINANCIAL INC.

AGEWISE FINANCIAL INC. of PALM DESERT, CA is an SEC-registered investment adviser.

## Registration

- CRD: 328162
- Type: SEC-registered investment adviser
- Location: 72960 FRED WARING DRIVE, PALM DESERT, CA, 92260
- Phone: 760-404-0270
- Latest filing: 2026-02-24
- Regulatory AUM: $7.8M
- Discretionary AUM: $7.8M
- Clients: 2
- Accounts: 45

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328162/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328162/similar
- Related entities: https://search.stillhousedata.com/firm/328162/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328162

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.