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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-08-2007
- Office Locations
- 1
Office Locations
About Wealthwise Financial Solutions, LLC
WealthWise Financial Solutions is a Georgia-based independent advisory serving individuals and small businesses with comprehensive financial planning and asset management, plus tax preparation, consulting, and small-business support. Portfolios emphasize asset allocation and risk management using ETFs and mutual funds, with access to alternatives where appropriate; client assets are custodied at Charles Schwab.
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Investment Themes
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Owner & Executives
ALLISON ROSS MITCHAMORE
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5223472
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,546,651 | -- |
| Non-Discretionary | $219,752 | -- |
| Total | $49,766,403 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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