WISE WEALTH MANAGEMENT, LLC
Adviser information for WISE WEALTH MANAGEMENT, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 160 | $108.3M |
| Non-Discretionary | 5 | $44,558 |
| Total | 165 | $108.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 57 | $22.7M |
| HNW Individuals | 37 | $81.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $3.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)ESTATE- AND TAX-PLANNING COORDINATION |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-71367 |
|---|---|
| SEC ERA File Number | 801-71367 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 133614 |
| Legal Entity Identifier | None |
Principal Office
100 PARK AVENUESUITE 1600
NEW YORK
NY
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 212-567-1416, Fax: 212-658-9559
Chief Compliance Officer
STEPHANIE MEKET
PRINCIPAL
100 PARK AVENUE
SUITE 1600
NEW YORK
NY
United States
Tel:
212-567-1416
Fax:
212-658-9559
S*****@***********************M
(Full email address available in API data)
Regulatory Contact
JOHN CARR
J.D., PRINCIPAL
6650 SW REDWOOD LANE
SUITE 220
PORTLAND
OR
United States
Tel:
503-635-5244
J****@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MEKET, STEPHANIE, ELIZABETH | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 12/2004 | > 75% |