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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCNEILLY, ELIZABETH, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCNEILLY, ELIZABETH, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 27, 2009 REGISTERED
Notice Filings (1)
NJ
Address
812 STATE ROADSUITE 220
PRINCETON, NJ 8540
United States
Phone: 609 279-1888