Marketwise Asset Management

Marketwise Asset Management (CRD# 164747) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $17,873,094 in 117 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
136 4th Street North, Suite 208, Saint Petersburg, FL 33701
https://www.linkedin.com/company/marketwise-private-asset-management
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $152,761
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

FL, TX

Financial Advisors at Marketwise Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Jesus Pinedo, financial advisor Saint Petersburg FL
Jesus A. Pinedo
CRD#: 4125249
136 4th Street North, Suite 208, Saint Petersburg, FL 33701

Jesus Pinedo (CRD# 4125249) is an Investment Advisor Representative working at Marketwise Asset Management in Saint Petersburg, FL and has over 11 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.

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