Wise Financial Strategies, LLC
Firm details
- Headquarters
- Lakeland, Florida
- CRD number
- 339861
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wise Financial Strategies, LLC is a limited liability company that provides financial planning and portfolio management services tailored to individuals and small businesses. The firm also offers educational seminars and workshops and acts as a capital allocator by selecting other advisers on behalf of clients. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. Wise Financial Strategies does not identify as an active ESG investor and is not registered as a multi-state adviser, pension consultant, or related adviser. The firm lists an industry affiliation with accountants.
Assets & Accounts
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
Contacts
1 of 1
Trisha Floyd
Owner & CCOCRD 8238186
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lakeland, FL
Polk
Location
Lakeland, FL
Headquartered in Lakeland, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Polk
- Address
- 4215 Old Road 37
- Time zone
- ET (UTC-5)
- Office locations
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