Wealthwise Advisors

Wealthwise Advisors (CRD# 158262) is a financial advisory firm headquartered in Media, PA. They manage $5,170,344 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1100 North Providence Rd., Suite 100, Media, PA 19063
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $147,724
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Wealthwise Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Jarrod Barton, financial advisor Media PA
Jarrod N. Barton
CRD#: 5339940
1100 North Providence Rd., Suite 100, Media, PA 19063

Jarrod Barton (CRD# 5339940) is an Investment Advisor Representative working at Wealthwise Advisors in Media, PA and has over 16 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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