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Wise Wealth Management, LLC

● SEC registered since 2010CRD 133614SEC# 801-71367New York, NY
Export (members)
Reg. AUM
$119.1M
Employees
2
Accounts
106
Location
New York, NY

Wise Wealth Management, LLC assets under management

Wise Wealth Management, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2010. It reports $119.1 million in regulatory assets under management and employs 2 people.
www.wisewealthmanagement.comView on SEC.gov ↗

Wise Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Stephanie Elizabeth Meket ControlManaging Member/Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Wise Wealth Management, LLC manage?

Wise Wealth Management, LLC reports $119.1 million in regulatory assets under management on its Form ADV.

How many employees does Wise Wealth Management, LLC have?

Wise Wealth Management, LLC reports 2 employees.

Where is Wise Wealth Management, LLC located?

Wise Wealth Management, LLC is based in New York, NY and has been SEC-registered since 2010.

Does Wise Wealth Management, LLC disclose fund performance?

Wise Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Park Avenue, Suite 1600, New York, NY 10017
Phone212-567-1416
Fax212-658-9559
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$119.1M
Non-discretionary$6K
Total (RAUM)$119.1M