Wise Wealth Partners, LLC

Wise Wealth Partners, LLC (CRD# 311639) is a financial advisory firm headquartered in Phoenix, AZ. They manage $100,885,017 in 146 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2375 E. Camelback, Ste. 600, Phoenix, AZ 85016
https://www.linkedin.com/in/matthew-christl-cfp
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $690,993
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Wise Wealth Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Christl, financial advisor Folsom CA
Matthew J. Christl
CRD#: 3026904
1024 Iron Point Road, Folsom, CA 95630

Matthew Christl (CRD# 3026904) is an Investment Advisor Representative working at Wise Wealth Partners, LLC in Folsom, CA and has over 10 years of experience in the finance industry.

2
Brian Rellihan, financial advisor Phoenix AZ
Brian J. Rellihan
CRD#: 4265943
2375 E. Camelback, Ste. 600, Phoenix, AZ 85016

Brian Rellihan (CRD# 4265943) is an Investment Advisor Representative working at Wise Wealth Partners, LLC in Phoenix, AZ 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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