Wealthwise Financial Solutions, LLC

Wealthwise Financial Solutions, LLC (CRD# 141813) is a financial advisory firm headquartered in , . They manage $40,956,936 in 124 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://wealthwisefs.com
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $330,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Wealthwise Financial Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Allison Mitchamore, financial advisor Snellville GA
Allison R. Mitchamore
CRD#: 5223472
Snellville, GA

Allison Mitchamore (CRD# 5223472) is an Investment Advisor Representative working at Wealthwise Financial Solutions, LLC in Snellville, GA and has 1 year 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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