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William Frederick Wise

THE Ambrus Group LLC

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About William Frederick Wise

William Wise is an Investment Advisor Representative associated with The Ambrus Group LLC and is licensed to provide investment advisory services in Florida and Texas. William holds the Series 65 - Uniform Investment Adviser Law Examination. William has been in the industry since 2013 and has worked for The Ambrus Group LLC since 2020. The Ambrus Group LLC specializes in portfolio management for businesses and individuals, as well as pooled investment vehicles.

Firm Information

William Wise is currently registered with THE Ambrus Group LLC. THE Ambrus Group LLC is a Registered Investment Advisor with approximately $31.14 million in assets under management. The firm provides portfolio management for individuals, businesses, and pooled investment vehicles. They have 3 clients, including 2 pooled investment vehicles and 1 individual.

$31.14M

Assets Under Management

Not reported

Total Clients

3

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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William Wise’s Registration & Firm History

FL

11/21/2022 - Present

THE Ambrus Group LLC (TAMPA FL)

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Licenses & Designations

IA

Issued 05/20/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Frederick Wise.
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