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- Custodian
- Ameritas ยท Axos
- Clients
- Retail
- Platforms
- Radial pioneer
- Established Date
- 03-30-2023
- Office Locations
- 3
Office Locations
About Finance Wisdom
Finance Wisdom is an RIA providing comprehensive financial planning (cash flow, tax and estate strategies, retirement income, philanthropy) alongside professional investment management, including model portfolios, guided investing, and access to market/macro research. The firm also integrates insurance planning with life insurance, annuities, and own-occupation disability solutions. Portfolios are primarily ETF-based; registered in CA, NV, CO, FL, WA, LA, NM, OR and TX.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jeffrey Byron Mermilliod
Chief Compliance Officer, Owner, Registered Representative
- CRD
- #6696531
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Andrew Ray Melendrez
--
- CRD
- #7716888
HAYDEN SCOTT PETERSON
--
- CRD
- #6349781
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,652,823 | -- |
| Non-Discretionary | $19,707,141 | -- |
| Total | $58,359,964 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,359,964
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,941,689,899 | 49.7% |
| Equity - OTC | $2,977,203,258 | 50.3% |
| Total | $5,918,893,157 | 100.0% |