Company Overview
- Website
- fiduciarywise.com
- Phone
- (888) 402-9473
- Employees
- 8
- Founded in
- 2012
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities52399 - All Other Financial Investment Activities523991 - Trust, Fiduciary, and Custody Activities
- SIC Codes
-
60 - Depository Institutions609 - Functions Related To Depository Banking
Financials & Stats
Revenue
$4B
Recent News & Media
Supreme Court Ruling Raises Stakes for Retirement Plan Fiduciaries
- Apr 18, 2025
- fiduciarywise.com
Essential News
- Apr 17, 2025
- fiduciarywise.com
Amarillo City Council Place 3 in-depth candidate interviews: David Prescott
- Apr 15, 2025
- myhighplains.com
Welcoming Isaac Wood, AIF, AIFA®: Elevating 401k Optimization and ERISA Compliance
- Aug 21, 2024
- fiduciarywise.com
Who's protected under the DOL's fiduciary rule? It’s not just retirement savers.
- May 29, 2024
- pionline.com
US Department of Labor appoints new ERISA Advisory Council members
- Mar 5, 2024
- dol.gov
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.
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Fiduciary Wise Tech Stack
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 4M | 4 | Miami, FL | 2009 | |
| 4M | 12 | Atlanta, GA | 2012 | |
| 4M | 2 | Scottsdale, AZ | 2003 | |
| 4M | 23 | White Plains, NY | 1998 | |
| 4M | 1 | Phoenix, AZ |