WEALTHWISE LLC
CRD #111918 SEC #801-55202 SAN LUIS OBISPO, CA 805-547-1177
SEC Registered Broker-Dealer
Total AUM
$40M
Discretionary
$35M
Employees
5
Clients
251
Accounts
150
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2007 | $68.2M | $68.2M | $0 | 10 | -- |
| Sep 2005 | $40M | $35M | $5M | 5 | -- |
| Jun 2005 | $29.9M | $18.5M | $11.4M | 5 | -- |
| Jun 2005 | $205M | $165M | $40M | 5 | -- |
DateMar 2007
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$40M
Discretionary$35M
Non-Disc.$5M
Employees5
Clients--
DateJun 2005
Total AUM$29.9M
Discretionary$18.5M
Non-Disc.$11.4M
Employees5
Clients--
DateJun 2005
Total AUM$205M
Discretionary$165M
Non-Disc.$40M
Employees5
Clients--