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Wise Wealth, LLC

MemberBright Portfolios, LLCCRD 143421

About Wise Wealth, LLC

Wise Wealth, LLC is listed as Member at Bright Portfolios, LLC in Lee's Summit, MO. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Bright Portfolios, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Wise Wealth, LLC work?

Wise Wealth, LLC is listed as Member at Bright Portfolios, LLC on SEC Form ADV.

How much of Bright Portfolios, LLC does Wise Wealth, LLC own?

Form ADV reports a beneficial ownership band of 50-75%.

Bright Portfolios, LLC

TitleMember
Ownership50-75%
Control personYes
Since2017