Overview
Assets Under Management: $130 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 37
Average Client Assets: $2.8 million
Frequently Asked Questions
WISE WEALTH MANAGEMENT, 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 #133614), WISE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WISE WEALTH MANAGEMENT, LLC is headquartered in NEW YORK, NY.
WISE WEALTH MANAGEMENT, LLC serves 37 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, WISE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WISE WEALTH MANAGEMENT, LLC manages $130 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, WISE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.02%
Average Client Assets: $2.8 million
Total Client Accounts: 222
Discretionary Accounts: 221
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 133614
Filing ID: 2083903
Last Filing Date: 2026-03-27 19:33:30