AUMdb

Wiseplace

EIN 951684796 · 501(c)(3) · Public charity · Santa Ana, CA · recognized 1948

Assets
$5.8M
Revenue
$4.3M
Expenses
$2.4M
Investment income
$8.9K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Brateil Aghasi Ceo $212,619 $0
Meg O'toole Director $0 $0
Nicole Morse Director $0 $0
Michele Ryan Director $0 $0
Byron P Culp Director $0 $0
Lauren Grey Flanagan Director $0 $0
Mimi Lin Director $0 $0
Tammy Hanson Director $0 $0
Ria Marie Carlson Marketing chair $0 $0
Ashleigh Aitken Director $0 $0
Ruth Cossio Muniz Director $0 $0
Matt Bailey Secretary $0 $0
Tim M Johnson President $0 $0
Traci Shirachi V.p. finance $0 $0
Cathy Solomon Director $0 $0
Nahal Kazemi V.p. governance $0 $0
Erin Giglia Director $0 $0
Khairul Carol Hotaki Fund dev. chair $0 $0
Shannon Claire Lamb Director $0 $0