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
Wealthwise Advisors
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts35ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Wealthwise Advisors
1
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.
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