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Hunter Nicolle Wise

Beacon Associates Wealth Management, LLC

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About Hunter Nicolle Wise

Hunter Wise is an investment advisor representative with Beacon Associates Wealth Management, LLC. Hunter is registered with the state of North Carolina, Michigan and Ohio, as well as FINRA. Hunter is a registered Investment Advisor Representative with Beacon Associates Wealth Management, LLC and specializes in portfolio management for individuals and selection of other advisors.

Firm Information

Hunter Wise is currently registered with Beacon Associates Wealth Management, LLC. Beacon Associates Wealth Management, LLC is an investment advisor with 3 licensed agents managing $81,059,506 in assets for 592 clients. The firm provides financial planning and portfolio management services for individuals and high-net-worth individuals.

$81.06M

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Hunter Wise’s Registration & Firm History

NC

08/09/2024 - Present

Beacon Associates Wealth Management, LLC (PINEVILLE NC)

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Licenses & Designations

IA

Issued 12/13/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hunter Nicolle Wise.
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