Wise Wealth Solutions, LLC

Wise Wealth Solutions, LLC (CRD# 113805) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $13,000,000 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $382,353
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
  • Selection of other advisers (including private fund managers)
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.

CO

Financial Advisors at Wise Wealth Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas J. Wise
CRD#: 4449431
2 N. Cascade Ave. Ste. 1100, Colorado Springs, CO 80903
93
Wealthminder
score

Thomas Wise (CRD# 4449431) is an Investment Advisor Representative working at Wise Wealth Solutions, LLC in Colorado Springs, CO and has over 17 years of experience in the finance industry.

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