RIA Intel›Advisers›California›AGEWISE FINANCIAL INC.

AGEWISE FINANCIAL INC.

Advisory

PALM DESERT, CA

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in CA
#4,755
of 5,480 advisers by AUM
Average account
$173K
across 45 accounts
AUM per adviser
$8M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM
$8M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$8M
Discretionary AUM$8M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients45
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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