Overview
Assets Under Management: $2.2 billion
Headquarters: NEW YORK CITY, NY
High-Net-Worth Clients: 58
Average Client Assets: $12 million
Frequently Asked Questions
VISE AI ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #301761), VISE AI ADVISORS, LLC is subject to fiduciary duty under federal law.
VISE AI ADVISORS, LLC is headquartered in NEW YORK CITY, NY.
VISE AI ADVISORS, LLC serves 58 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, VISE AI ADVISORS, LLC offers portfolio management for individuals and educational seminars and workshops. View all service details ↓
VISE AI ADVISORS, LLC manages $2.2 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, VISE AI ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.20
Average High-Net-Worth Client Assets: $12 million
Total Client Accounts: 5,083
Discretionary Accounts: 5,083
Regulatory Filings
CRD Number: 301761
Filing ID: 1957973
Last Filing Date: 2025-03-31 16:51:00
Website: https://vise.com