Wise Wealth Management

Wise Wealth Management (CRD# 312430) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $2,445,319 in 63 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7410 Bluffton Road, Fort Wayne, IN 46809
https://www.wisewealthmgmt.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $38,815
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

FL, IN, TX

Financial Advisors at Wise Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Jordan Wise, financial advisor Fort Wayne IN
Jordan A. Wise
CRD#: 5971185
7410 Bluffton Road, Fort Wayne, IN 46809

Jordan Wise (CRD# 5971185) is an Investment Advisor Representative working at Wise Wealth Management in Fort Wayne, IN and has over 10 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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