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WISE WEALTH MANAGEMENT, LLC
CRD 133614 · SEC 801-71367
100 PARK AVENUE, SUITE 1600, NEW YORK, NY, 10017, United States
Phone
212-567-1416
Fax
212-658-9559
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$130.1M
Discretionary AUM
$127.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersESTATE- AND TAX-PLANNING COORDINATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $17.9M |
| High net worth individuals | 37 | $102.8M |
States served
CA, NJ, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD