Wisepath Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 339725
- Website
- wisepathwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wisepath Wealth LLC is an independent, owner-operated limited liability RIA that serves individual and family clients. The firm combines financial planning, ongoing portfolio management for individuals and small businesses, and selection of outside advisers. It also provides insurance brokerage services and bills clients through hourly and fixed-fee arrangements. Wisepath describes itself as a capital allocator, coordinating third-party managers when appropriate. The firm is registered to operate in Arizona and North Carolina and does not position itself as an ESG-focused manager.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations