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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-28-2023
- Office Locations
- 1
Office Locations
About Agewise Financial Inc.
Agewise Financial Inc. is a California-registered RIA focused on creating retirement plans and “retirement paycheck” income strategies for people nearing or in retirement, including long-term care and insurance planning. Client portfolios are implemented primarily with ETFs. Founder Craig Misuradze uses the “Simple Retirement” book as an education-led entry point to the advisory relationship.
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Owner & Executives
CRAIG PHILIP MISURADZE
Advisor, Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, President
- CRD
- #5071706
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,800,025 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,800,025 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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