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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.