Wizest Inc.

Wizest Inc. (CRD# 315156) is a financial advisory firm headquartered in South Euclid, OH. They manage $25,977 in 297 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
1688 Sheridan Road, South Euclid, OH 44121
https://www.wizest.com/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    297
    ACCOUNTS
  • Average Account Value
    $87
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.

AZ, CA, FL, GA, IL, LA, MA, MI, NC, NE, NH, NJ, NY, OH, PA, TX, VA, WA

Financial Advisors at Wizest Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Arcie Petty, financial advisor Cleveland OH
Arcie Petty
CRD#: 7083984
Cleveland, OH

Arcie Petty (CRD# 7083984) is an Investment Advisor Representative working at Wizest Inc. in Cleveland, OH and has over 4 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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