AGEWISE FINANCIAL INC.

AGEWISE FINANCIAL INC. of PALM DESERT, CA is an SEC-registered investment adviser (CRD 328162). Regulatory assets under management: $7.8M.

Registration

• CRD: 328162
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328162 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search