Hedgewise

Hedgewise (CRD# 173286) is a financial advisory firm headquartered in , . They manage $6,384,447 in 34 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $187,778
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Hedgewise
Showing 1 - 1 of 1 top financial advisors.
1
Lee J. Tobey
CRD#: 6402387
Alameda, CA
89
Wealthminder
score

Lee Tobey (CRD# 6402387) is an Investment Advisor Representative working at Hedgewise in Alameda, CA and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.