Wise Investment Management

Wise Investment Management (CRD# 114731) is a financial advisory firm headquartered in , . They manage $15,000,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $750,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Wise Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Gordon Wise
CRD#: 2694659
110 Delgado, Santa Fe, NM 87501
93
Wealthminder
score

Gordon Wise (CRD# 2694659) is an Investment Advisor Representative working at Wise Investment Management in Santa Fe, NM and has over 20 years of experience in the finance industry.

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