Wisdom & Wealth Solutions, LLC (Raleigh)

Name: Wisdom & Wealth Solutions, LLC
Address: 5904 Six Forks Road, Raleigh, NC, 27609
Telephone: 919-787-9725

Wisdom & Wealth Solutions, LLC is a large advisory firm based in Raleigh. It manages $162.26 million of regulatory assets for 1,520 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Arkansas, Florida, Georgia, and 4 other states.

Wisdom & Wealth Solutions provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wisdom & Wealth Solutions: assets under management

The assets under management (AUM) of Wisdom & Wealth Solutions, LLC is $162.26 million. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $100.06 million in discretionary accounts and $62.21 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $226.89 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $57.65 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wisdom & Wealth Solutions, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wisdom & Wealth Solutions, LLC

Ryan Gary Peterson has been acting as President since 1 Jan 2008. John Ryan Heath joined the executive team most recently as the Senior Vice President, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ryan Gary Peterson	President	1 Jan 2008	50% - 75%	2206897
John Ryan Heath	Senior vice president, chief compliance officer	1 Jan 2015	25% - 50%	4048213

Based in Raleigh

The principal office where Wisdom & Wealth Solutions, LLC performs its advisory services is located at 5904 Six Forks Road, Raleigh, NC 27609, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 919-787-9725 or by fax 919.787.9727. The normal business hours are 9:00 - 5:00 mon-thu, 9:00-12:00 fri on Monday - Friday. You can find more information about the New York firm at wisdom-wealth.com.