NEW YORK CITY, NYCRD 301761Latest ADV March 31, 2026
Vise Ai Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York City, NY. Its latest Form ADV filing, dated March 31, 2026, reports $6.0B in regulatory assets under management, 44 employees, and 10,692 accounts.
Assets Under Management
$6.0B
Employees
44
Offices
--
Total Clients
10,692
Primary office
NEW YORK CITY, NY
521 BROADWAY, 3RD FLOOR, NEW YORK CITY, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.1% of total clients.
Top client categories% of clientsClients
1
Individuals
85.1%
9,104
2
HNWI
12.3%
1,319
3
Pension Plans
1.4%
150
4
Corporations
1.1%
116
Additional categories (<0.1%)
Charitable<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.0Bas of March 31, 2026
Discretionary100.0%
$6.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6.0B
Total Accounts10,692
10Y AUM Change+$6.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees44
Clients per Employee243:1
10Y Employee Change+38 (+633.3%)
* 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.