Wise Wealth Solutions, LLC
Wise Wealth Solutions, LLC (CRD# 113805) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $9,000,000 in 26 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts26ACCOUNTS
Average Account Value$346,154
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Thomas Wise (CRD# 4449431) is an Investment Advisor Representative working at Wise Wealth Solutions, LLC in Colorado Springs, CO and has over 18 years of experience in the finance industry.