RIA Intel›Advisers›New York›WISE WEALTH MANAGEMENT, LLC

WISE WEALTH MANAGEMENT, LLC

Advisory

N·NEW YORK, NY

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$130M
1-Year AUM Growth
+15.7%
3-Year CAGR
-1.6%
Employees
2
Assets Under Management
Total AUM$130M
Discretionary AUM$128M
Non-Discretionary AUM$2M
Discretionary %98.3%
Total Clients102
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record25
First FilingApr 15, 2010
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 25 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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