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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 45 clients, or 45 clients per representative. That equates to $173.3K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on February 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
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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
SMA allocation detail is available
Agewise Financial Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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