Fiduciary Wise

  • Financial Services
  • Gilbert AZ
  • 8 employees
  • Financial Services
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Company Overview

Headquarters
2487 S Gilbert Rd Suite 106-454, Gilbert AZ
Website
fiduciarywise.com
Phone
(888) 402-****
Employees
8
Founded in
2012
Industry
Financial Services
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5239 - Other Financial Investment Activities
52399 - All Other Financial Investment Activities
523991 - Trust, Fiduciary, and Custody Activities
SIC Codes
60 - Depository Institutions
609 - Functions Related To Depository Banking
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Financials & Stats

Revenue

$4B

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Who is Fiduciary Wise

Fiduciary Wise, LLC is a professional services company based in Gilbert, Arizona, with 5 to 9 employees. The company specializes in providing independent fiduciary services for employee benefit plans. Fiduciary Wise, LLC serves clients who operate employee benefit plans governed by the Employee Retirement Income Security Act (ERISA). Their expertise lies in acting as both a Named Fiduciary under ERISA Section 402 and a 3(16) Fiduciary, providing a range of fiduciary responsibilities tailored to the needs of their clients. Fiduciary Wise, LLC distinguishes itself through its commitment to acting as an independent fiduciary, free from conflicts of interest. Their focus on ERISA compliance ensures that clients' employee benefit plans adhere to all regulatory requirements. For more information about Fiduciary Wise, LLC and their services, visit their website at fiduciarywise.com.

Fiduciary Wise Industry Tags

Independent Fiduciary
ERISA Named Fiduciary
3(16) Fiduciary
ERISA 402 Named Fiduciary
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Fiduciary Wise Tech Stack

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FAQ

What is the location of Fiduciary Wise's headquarters?
The headquarters of Fiduciary Wise are situated at 2487 S Gilbert Rd Suite 106-454, Gilbert AZ
What is Fiduciary Wise's phone number?
Fiduciary Wise's contact number is (888) 402-****.
What is Fiduciary Wise's official website?
The official website of Fiduciary Wise can be found at fiduciarywise.com.
What is Fiduciary Wise's current revenue?
As of April 2018, Fiduciary Wise's annual revenue reached $4B.
How many employees does Fiduciary Wise currently have?
Fiduciary Wise employs approximately 8+ people as of April 2018
Which industries is Fiduciary Wise primarily operating in?
Fiduciary Wise operates in the following industries: Finance, Credit
What are Fiduciary Wise's industry tags?
Fiduciary Wise's industry tags include: Independent Fiduciary, ERISA Named Fiduciary, 3(16) Fiduciary
When was Fiduciary Wise founded?
Fiduciary Wise was founded in 2012.

Employee Directory

Key Employees

Trevor Merrill

Director of Operations/Managing Member

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