WEISE FINANCIAL WELLNESS

WEISE FINANCIAL WELLNESS is an SEC-registered investment adviser (CRD 339866).

Registration

• CRD: 339866
• Type: Registered investment adviser
• Phone: 203-560-1566
• Latest filing: 2026-04-22
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339866 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search