Wise Financial Services LLC
Firm details
- Headquarters
- Wilmington, Delaware
- CRD number
- 331500
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Wise Financial Services LLC operates as a limited liability company focusing on investment advisory activities. The firm specializes in selecting other advisers, which indicates a preference for leveraging external expertise to manage client investments. While the firm does not actively engage in ESG investing, it does allocate capital to third-party external alternative investment asset managers. This approach allows Wise Financial Services to diversify its investment strategies while tapping into specialized knowledge from various fund managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Wilmington, DE
New Castle
Location
Wilmington, DE
Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 1405 Silverside Rd
- Time zone
- ET (UTC-5)
- Office locations
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