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Carl Matthew Wiese

Grow Funds LLC

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About Carl Matthew Wiese

Carl Wiese is an investment advisor representative with Grow Funds LLC, based in LA JOLLA, CA. Carl has been in the financial services industry since 1996. He has a Series 7 and Series 63 license. Carl also holds the Chartered Financial Analyst designation. Carl is a member of Grow Funds LLC, a firm that manages assets for individuals, corporations, trusts and charitable organizations. Carl has worked with a variety of clients, including high net worth individuals, charitable organizations and pension and profit sharing plans. The firm provides a range of services, including portfolio management, financial planning, and pension consulting.

Firm Information

Carl Wiese is currently registered with Grow Funds LLC. Grow Funds LLC is an investment advisor that offers a variety of services, including pension consulting, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. The firm serves clients with a range of needs and manages assets for high net worth individuals, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, and individuals other than high net worth.

$58.86M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Carl Wiese’s Registration & Firm History

CA

01/01/2025 - Present

Grow Funds LLC (LA JOLLA CA)

NA

08/22/1996 - 09/10/1996

JACK WHITE & COMPANY, INC.

MA

07/13/1992 - 12/18/1993

WILLIAM O'NEIL & COMPANY, INCORPORATED (BOSTON MA)

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Licenses & Designations

BC

Issued 08/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carl Matthew Wiese.
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