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WISE Programs

Finance · Lake Forest, California

FinancialFinance
Lake Forest, California, United States12 employees$1.3M revenue
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Products & Services

FinancialFinanceFinancial Services

About WISE Programs

This profile covers WISE Programs, a company reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Lake Forest, California, United States, operating in Financial Services and employing 11-20 people.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). WISE Programs is one of 455,764 Financial companies listed in California.

Business Contact Information

Phone
+1 (714) 5143736
Address
23705 Birtcher Dr, Lake Forest, California, 92630, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
12 (11-20)
Annual Revenue
$1.3M ($1M-$5M)

WISE Programs: frequently asked questions

What does WISE Programs do?

This profile covers WISE Programs, a company reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Lake Forest, California, United States, operating in Financial Services and employing 11-20 people.

Where is WISE Programs located?

WISE Programs is headquartered at 23705 Birtcher Dr, Lake Forest, California, 92630, United States.

How many employees does WISE Programs have?

WISE Programs has about 12 employees (the 11-20 range).

What is WISE Programs's annual revenue?

WISE Programs's annual revenue is estimated at $1.3M (the $1M-$5M range).

What industry is WISE Programs in?

WISE Programs is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

How can I contact WISE Programs?

Its website is wiseinvestors.org and its phone number is +1 (714) 5143736.

Largest companies in California

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Manufacturing sales in California, 2026

In California, Factur's 2026 study counted 98 manufacturing quotes worth $14.7M and 18 purchase orders over 12 months: 18% of quotes became orders, against 21% nationally. See the California data.

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