Wise Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $130M in regulatory assets under management, 2 employees, 1 office, and 222 accounts.
Assets Under Management
$130M
Employees
2
Offices
1 office
Total Clients
79
Primary office
NEW YORK, NY
100 PARK AVENUE, SUITE 1600, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.2% of total clients.
Top client categories% of clientsClients
1
Individuals
53.2%
42
2
HNWI
46.8%
37
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$130Mas of March 27, 2026
Discretionary98.3%
$128M
98% of total RAUM98.3%
Non-discretionary1.7%
$2M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$130M
Total Accounts222
10Y AUM Change+$76M (+141.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee40:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.