Jack
Wise
Awm Capital, LLC
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About this Advisor
Jack Wise is a financial advisor based in Pasadena, California, working with Awm Capital, LLC. Jack has previously held positions at Awm Capital, Mind Machine LLC, Cal Poly San Luis Obispo, Diablo Foods Grocery, Campolindo High School, and Joaquin Moraga Intermediate School. Jack has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Jack is part of Awm Capital, LLC, which operates out of Pasadena, California. The firm has 5 offices and 30 employees. The firm manages assets totaling $860.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Awm Capital, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Awm Capital, LLC Brokerage Details
$860,648,664
30
2,463
$349,431
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Jack Wise Work History
Awm Capital
Mind Machine LLC
Cal Poly San Luis Obispo
Diablo Foods Grocery
Campolindo High School
Joaquin Moraga Intermediate School
Disclosures
Please visit the SEC profile of Jack Wise to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Awm Capital, LLC
Los Angeles, CA
Phoenix, AZ
Tyler, TX
Los Angeles, CA
Pasadena, CA
Los Angeles, CA
Phoenix, AZ
Mt. Gilead, OH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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