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Wise Wealth Management, LLC

Headquartered in NEW YORK, NY

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Firm Information

Wise Wealth Management, LLC is an investment advisor registered with the SEC and located in NEW YORK, NY. They manage approximately $108,361,462 in client assets, primarily for high-net-worth individuals ($81,803,904) and individuals other than high-net-worth ($22,662,363), as well as charitable organizations ($3,895,195). The firm provides financial planning, selection of other advisers, and portfolio management for individuals.

Wise Wealth Management, LLC

100 PARK AVENUE

NEW YORK, NY 10017

$108.36M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate- and tax-planning coordination

Estate- and tax-planning coordination

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

WISE WEALTH MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

NEW YORK, NY

location

Ft. Lauderdale, FL

Advisors at Wise Wealth Management, LLC

View All 1 Advisors
Unclaimed
Stephanie Elizabeth Meket

RA

NEW YORK, NY

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Unclaimed
James Jacob McDonald

RA

NEW YORK, NY

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Disclosures

There are no public disclosures for Wise Wealth Management, LLC.

Frequently Asked Questions (9)

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