W
$15.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
38 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-07-2011
- Office Locations
- 1
Office Locations
1100 North Providence Rd. Suite 100 Media PA
About Wealthwise Advisors
Wealthwise Advisors is a Media-based RIA. The firm has been operating for 14 years. Managing $15.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and SSG.
Team overview
-- AVG AGE
$7.9M AVG AUM / ADVISOR
$413.3K AVG AUM / CLIENT
8.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JARROD NELSON BARTON
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #5339940
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
DAVID MATHEW ROSENBERG
Financial Advisor, General Partner
- CRD
- #4182235
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,705,754 | -- |
| Total | $15,705,754 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing