WISE WEALTH PARTNERS, LLC
CRD #311639 SEC #801-129659 PHOENIX, AZ 480-239-6914
SEC Registered
Total AUM
$126.6M
Discretionary
$125.6M
Employees
2
Clients
0
Accounts
193
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $126.6M | $125.6M | $989.9K | 2 | 0 |
| May 2024 | $100.9M | $100.9M | $0 | 2 | 0 |
| Feb 2024 | $100.9M | $100.9M | $0 | 2 | 0 |
| Feb 2024 | $100.9M | $100.9M | $0 | 2 | 0 |
| May 2021 | $1.4M | $1.4M | $0 | 1 | 0 |
| May 2021 | $1.4M | $1.4M | $0 | 1 | 0 |
| Mar 2021 | $1.4M | $1.4M | $0 | 1 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
| Dec 2020 | $0 | $0 | $0 | 1 | 0 |
| Dec 2020 | $0 | $0 | $0 | 1 | 0 |
| Nov 2020 | $0 | $0 | $0 | 1 | 0 |
| Nov 2020 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$126.6M
Discretionary$125.6M
Non-Disc.$989.9K
Employees2
Clients0
DateMay 2024
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$1.4M
Discretionary$1.4M
Non-Disc.$0
Employees1
Clients0
DateMay 2021
Total AUM$1.4M
Discretionary$1.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$1.4M
Discretionary$1.4M
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0