WealthWise Financial Services Salary

How much does the WealthWise Financial Services Pay for employees?

As of July 2026, the average annual salary for employees at WealthWise Financial Services in the United States is $100,079. This translates to an approximate hourly wage of $48. Salaries at WealthWise Financial Services typically range from $87,777 to $113,403 annually, reflecting the diverse roles and experience levels within the company. WealthWise Financial Services’s salaries are influenced by a wide range of factors including job role, department, years of experience, and location.
DISCLAIMER: The salary range presented here is an estimation that has been derived from our proprietary algorithm. It should be noted that this range does not originate from the company's factual payroll records or survey data.

How Much Does WealthWise Financial Services Pay for Different Roles?

Explore detailed salary information for specific jobs at WealthWise Financial Services. The table below outlines the annual salary ranges for popular roles within the company, helping you benchmark potential earnings. Use 'View by Card/Table' option to find the data most relevant to your career path.
DISCLAIMER: The salary range presented here is an estimation that has been derived from our proprietary algorithm. It should be noted that this range does not originate from the company's factual payroll records or survey data.
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Current Job Openings at WealthWise Financial Services

Ready for your next career move? Explore current job openings at WealthWise Financial Services. Use the search tool below to find available positions by title and location and apply directly to start your career.

Is WealthWise Financial Services’s Pay Competitive? Salary Benchmarking Analysis

How does WealthWise Financial Services’s compensation stack up against the market? This analysis visualizes their annual average salary compared to its industry benchmark and key peer companies.
Peer Company & Industry Benchmarking
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Average Salary ($/year)
WealthWise Financial Services
Financial Services
De Archstone Multifamily Holdings Ii Borrower LP
Btc Holdings 421 LLC
Industry Comparison
Our data shows that, on average, compensation at WealthWise Financial Services is below the average for the U.S. Financial Services industry by approximately 18%. This positioning suggests their pay is below the market average within their sector.
Peer Company Comparison
To provide a broader market perspective, we compared WealthWise Financial Services average annual salary with several similar companies. WealthWise Financial Services average salary of $100,079 is higher than De Archstone Multifamily Holdings Ii Borrower LP, which has an average salary of $99,984. It is higher than Btc Holdings 421 LLC, with their average salary at $97,674. This places WealthWise Financial Services in a competitive position among its peers.
See Your True Competitors
The companies behind the question marks could be hiring your best people. Don't operate with incomplete data. Unlock your full competitive view with Salary.com for Business to precisely benchmark salaries, benefits, and more against your true competitors.

Employee Reviews: Working at WealthWise Financial Services

Considering a career at WealthWise Financial Services? Explore authentic employee reviews to learn about the work environment, career growth opportunities, pay transparency and benefits. These first-hand insights can help you set realistic compensation expectations and make informed career decisions.
Most communication is top-down. Management is generally supportive to respond to concerns. We're always looking for better ways to serve our clients and streamline operations. Despite its size, the firm maintains a people-first approach, ensuring workloads are manageable. Positive team energy and clear communication make this a productive environment.
Strategic direction is clear, and the company adapts well to industry shifts. I'm constantly learning new things and developing my skills in the financial services sector. Mentors provide guidance beyond the formal program. The company culture is professional, though sometimes bureaucratic, which can limit innovation and agility.
It's a great place to learn from experienced professionals in the financial field. The culture favors maintaining existing processes over innovation. Coworkers help each other succeed, and management provides clear vision. The office spaces are designed to encourage interaction, and even remote employees feel connected. Training consistency varies between departments. Everything runs on a schedule...

WealthWise Financial Services Overview

Website
www.wealthwisefinancial.com
Founded In
2007
Employees
<25 employees
Industry
Financial Services
Headquarter Address
9070 Irvine Center Dr Irvine California CA 92618
Revenue
$5 Million - $10 Million
Phone Number
+1 9497481177
Social Media
About WealthWise Financial Services
At WealthWise Financial Services, we navigate economic and market risks through a tactical investment philosophy and construction of core and satellite portfolios. We create core, fee-based portfolios with unconstrained weightings in sectors, market capitalizations and geographic location. We also create satellite portfolios using a variety of alternative investments that provide potential downsid

What Benefits Does WealthWise Financial Services Offer Beyond Salary?

A competitive compensation package is more than just a salary. WealthWise Financial Services offers a comprehensive benefits package designed to support your health, financial future, and overall well-being. Below are the most common key benefits:
Social Security
401(K)
Disability
Healthcare
Pension
Time Off (days)
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What Is the Cost of Living Near Irvine?

Understanding the cost of living near Irvine is key to truly evaluating a salary offer or your current compensation at WealthWise Financial Services.
Irvine's Cost of Living Index is approximately 186.9 (86.9% more expensive than US average; 33.7% more than CA average). Very affluent Orange County city, extremely high housing costs, excellent schools, and high quality of life drive up all expenses. When planning your budget based on a salary from WealthWise Financial Services, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $2,700 - $4,000+ A significant portion of WealthWise Financial Services salary. Location choices impact this heavily.
Utilities (Basic) $160 - $270 Electricity, Heating, Cooling, Water etc.
Public Transportation $69 (OCTA monthly pass) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $480 - $720 Can be higher with more dining out or specialty stores.
Personal & Leisure $500 - $900+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $420 - $800+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $4,329 - $6,699+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of WealthWise Financial Services

1. What is the estimated average total compensation at WealthWise Financial Services?

Salary.com estimates that the average total compensation package at WealthWise Financial Services, which can include base salary, potential bonuses, and benefits, is around $100,079 annually . Total compensation provides a more holistic view of an employee's earnings.

2. How much does WealthWise Financial Services pay compared to De Archstone Multifamily Holdings Ii Borrower LP?

The average annual salary at WealthWise Financial Services is $100,079, or an hourly wage of $48, in comparison to De Archstone Multifamily Holdings Ii Borrower LP which pays $99,984 per year or $48 per hour.

3. Do salaries differ significantly between departments at WealthWise Financial Services?

Yes, salaries often differ between departments at WealthWise Financial Services due to varying market demand for specific skill sets and the nature of the roles. For example, technical roles in Engineering or IT may command different salary ranges compared to roles in Marketing or Human Resources.

4. What's the typical salary progression for an employee moving from an entry-level to a senior role at WealthWise Financial Services?

Salary progression from an entry-level to a senior role at WealthWise Financial Services can be significant, often involving several promotions and substantial pay increases. For example, an entry-level Analyst might see their salary potentially double or more as they progress to a Senior Manager or Director position over several years, assuming strong performance and development.

5. How can I determine if a salary offer from WealthWise Financial Services in Irvine is fair given the local cost of living?

To determine if a salary offer from WealthWise Financial Services in Irvine is fair, first compare the gross salary to our data for similar roles at WealthWise Financial Services and its competitors (see our similar company salaries section) . Then, critically, use our "Cost of Living Insights for Irvine" to understand its purchasing power.

6. Are promotions at WealthWise Financial Services usually accompanied by a significant salary increase?

Yes, promotions at WealthWise Financial Services are generally accompanied by a salary increase. The amount of the increase typically reflects the greater responsibilities, skills, and scope of the new role. The percentage increase can vary widely depending on the level of promotion and the company's compensation structure.