# AGEWISE FINANCIAL INC.

AGEWISE FINANCIAL INC. is an Asset Manager based in Palm Desert, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Palm Desert, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://agewisefinancial.com

## Regulatory record

- **CRD number:** 328162
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328162

## About

Ageswise Financial Inc. is a state-registered investment adviser in Palm Desert, CA. The firm manages approximately $8 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### Who runs AGEWISE FINANCIAL INC.?

No principals or investment professionals are publicly associated with AGEWISE FINANCIAL INC. The firm has no known LinkedIn presence, no executive bios published through any channel, and no media mentions identifying its leadership. This is unusual for an active financial-services entity and limits external due-diligence severely.

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- [Evernest Financial Advisors](https://altss.com/profile/evernest-financial-advisors)

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Last updated: 2026-07-10T01:30:30.000Z

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