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Wealth Wise Strategies, Inc. (Princeton)


Wealth Wise Strategies, Inc. is a large advisory firm based in Princeton. It manages $36.18 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of New Jersey.

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Wealth Wise Strategies provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Wise Strategies: assets under management

The assets under management (AUM) of Wealth Wise Strategies, Inc. is $36.18 million. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35.53 million in discretionary accounts and $650 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.32 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $130 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealth Wise Strategies, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Princeton

The principal office where Wealth Wise Strategies, Inc. performs its advisory services is located at 812 State Road, Princeton, NJ 08540, which is also the mailing address of the firm. An additional office of the firm is in West Windsor, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 609 279-1888 or by fax 609 279-0701. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.wealthwisestrategies.net.


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