WEALTH WISE STRATEGIES, INC.
CRD #146130 SEC #801-68787 PRINCETON, NJ 609 279-1888
SEC Registered
Total AUM
$36.2M
Discretionary
$35.5M
Employees
5
Clients
10
Accounts
32
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $36.2M | $35.5M | $650K | 5 | -- |
| Jan 2008 | $0 | $0 | $0 | 5 | -- |
DateMar 2009
Total AUM$36.2M
Discretionary$35.5M
Non-Disc.$650K
Employees5
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--