WISE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$130,102,202
Discretionary
$127,944,688
Non-discretionary
$2,157,514
Firm details
- CRD number
- 133614
- SEC file number
- 801-71367
- Main office
- NEW YORK, NY, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.