Be advised. This firm is no longer registered.

Wealth And Retirement Investments, Inc.

Wealth And Retirement Investments, Inc. (CRD# 174332) is a financial advisory firm headquartered in Knoxville, TN. They manage $12,988,735 in 116 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9724 Kingston Pike, Suite 305b, Knoxville, TN 37922
http://wealthwithwisdom.com
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $111,972
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TN

Financial Advisors at Wealth And Retirement Investments, Inc.
No Advisor Found.

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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