Hedgewise

Hedgewise (CRD# 173286) is a financial advisory firm headquartered in , . They manage $35,771,841 in 48 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.hedgewise.com
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $745,247
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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 Tobey, financial advisor San Diego CA
Lee J. Tobey
CRD#: 6402387
San Diego, CA

Lee Tobey (CRD# 6402387) is an Investment Advisor Representative working at Hedgewise in San Diego, CA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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