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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 13, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RELLIHAN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| RELLIHAN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| RELLIHAN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| RELLIHAN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| RELLIHAN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| RELLIHAN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| RELLIHAN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| RELLIHAN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| RELLIHAN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| RELLIHAN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| RELLIHAN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| RELLIHAN, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Feb 13, 2025 REGISTERED
Notice Filings (3)
AZ CA TX
Address
2375 E. CAMELBACK, STE. 600PHOENIX, AZ 85016
United States
Phone: 480-239-6914